Error loading page.
Try refreshing the page. If that doesn't work, there may be a network issue, and you can use our self test page to see what's preventing the page from loading.
Learn more about possible network issues or contact support for more help.
Title details for The Ensemble Practice by P. Palaveev - Available

The Ensemble Practice

by P. Palaveev
ebook
Read a sample Read a sample
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

    • Creators

    • Series

      Bloomberg Financial

    • Publisher

    • Release date

      August 22, 2012

    • Formats

      • Kindle Book

      • OverDrive Read

        • ISBN: 9781118231388

      • EPUB ebook

        • ISBN: 9781118231388
        • File size: 1241 KB

    • Accessibility

      No publisher statement provided

    • Languages

      • English

    Formats

    • Kindle Book
    • OverDrive Read
    • EPUB ebook

    subjects

    Languages

    • English