A detailed road map for wealth managers who want to build an
ensemble firm or team and achieve sustained growth, profitability
and high valuations

Why do ten percent of wealth management firms grow faster than
the rest of the industry, often despite the turbulence of the
markets? The answer, according to industry consultant and
researcher, P. Palaveev, is that the most successful firms are
those which, create and promote a team-based service model that
serves as the foundation of their enterprise.

Find out how and why a team-based service model can play a
decisive role in the future growth and sustained success of your
wealth management firm

Discover the key factors for building a successful ensemble
firm and profit from the best practices top team-based firms
employ

Profit from the author's years of experience working with the
world's top wealth management firms and the data he has compiled as
a pre-eminent industry researcher

Learn about the various organizational structures, partnership
models and career path options and how to put them to work building
an ensemble practice

Get the lowdown on how the savviest traditional broker-dealer
firms have formed dynamic ensemble teams within their organizations
and learn of the results they've achieved

PHILIP PALAVEEV is a financial industry expert and consultant focused on improving the profitability and value of financial services firms. The owner and CEO of The Ensemble Practice LLC, a management consulting firm helping financial advisors build better businesses, Palaveev also works with broker-dealers and custodians to create impactful practice management services for their advisors. He has written numerous research papers and articles and is a frequent speaker at industry conferences.