The ensemble practice : a team-based approach to building a superior wealth management firm /
Palaveev, Philip, 1973-
The ensemble practice : a team-based approach to building a superior wealth management firm / Philip Palaveev. - Hoboken, N.J. : Bloomberg Press, An Imprint of Wiley, �2013. - 1 online resource - - Bloomberg financial series . - Bloomberg financial series. .
Includes bibliographical references and index.
pt. 1. Structuring an ensemble -- pt. 2. Managing an ensemble -- pt. 3. What happens next.
A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuationsWhy 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 firmDiscover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employProfit 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 researcherLearn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practiceGet 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.
9781118231388 1118231384 9781118265994 1118265998 9781118228692 1118228693 9781118531914 1118531914 1118209540 9781118209547 9781283592659 1283592657 9786613905109 6613905100
EB00056379 Recorded Books
3A3E4870-E658-4530-BAB1-EEAB3C3727CC OverDrive, Inc. http://www.overdrive.com
2012019411
Financial planners.
Investment advisors.
Financial services industry.
Partnership.
Planificateurs financiers.
Conseillers en placements.
Services financiers.
investment counsels.
BUSINESS & ECONOMICS--Investments & Securities--General.
Financial planners
Financial services industry
Investment advisors
Partnership
HG179.5
332.6068
The ensemble practice : a team-based approach to building a superior wealth management firm / Philip Palaveev. - Hoboken, N.J. : Bloomberg Press, An Imprint of Wiley, �2013. - 1 online resource - - Bloomberg financial series . - Bloomberg financial series. .
Includes bibliographical references and index.
pt. 1. Structuring an ensemble -- pt. 2. Managing an ensemble -- pt. 3. What happens next.
A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuationsWhy 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 firmDiscover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employProfit 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 researcherLearn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practiceGet 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.
9781118231388 1118231384 9781118265994 1118265998 9781118228692 1118228693 9781118531914 1118531914 1118209540 9781118209547 9781283592659 1283592657 9786613905109 6613905100
EB00056379 Recorded Books
3A3E4870-E658-4530-BAB1-EEAB3C3727CC OverDrive, Inc. http://www.overdrive.com
2012019411
Financial planners.
Investment advisors.
Financial services industry.
Partnership.
Planificateurs financiers.
Conseillers en placements.
Services financiers.
investment counsels.
BUSINESS & ECONOMICS--Investments & Securities--General.
Financial planners
Financial services industry
Investment advisors
Partnership
HG179.5
332.6068
