The ensemble practice : a team-based approach to building a superior wealth management firm / Philip Palaveev.

Format:

Book

Author/Creator:

Palaveev, Philip, 1973-

Series:

Bloomberg Financial

Bloomberg financial series

Language:

English

Subjects (All):

Financial planners.

Investment advisors.

Financial services industry.

Partnership.

Physical Description:

1 online resource (242 p.)

Edition:

1st ed.

Place of Publication:

Hoboken, N.J. : Wiley, c2013.

Summary:

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

Contents:

pt. 1. Structuring an ensemble

pt. 2. Managing an ensemble

pt. 3. What happens next.

Notes:

Description based upon print version of record.

Includes bibliographical references and index.

ISBN:

1-283-59265-7

1-118-53191-4

9786613905109

1-118-22869-3

OCLC:

793497233