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

ISBN: 1118209540

ISBN13: 9781118209547

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

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...

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Format: Hardcover

Condition: New

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