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The Ensemble Practice: A Team-Based Approach to Building a Superior Wealth Management Firm

Amazon.com Price: $46.72 (as of 12/05/2019 16:16 PST- Details)

Categories: Books, Business and Money, Finance, Financial Services, Industries, Investing, Subjects, Wealth Management

Description
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Description

A detailed road map for wealth managers who wish 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 remainder of the industry, continuously despite the turbulence of the markets? The answer, in keeping with 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 sooner or later growth and sustained success of your wealth management firm
Discover the key factors for building a successful ensemble firm and benefit from the most productive practices top team-based firms employ
Profit from the creator’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 more than a few 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 have got achieved

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