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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.
PHILIP PALAVEEV is a financial industry expert and consultant focused on improving the profitability and value of financial services firms. The owner and CEO of The Ensemble Practice LLC, a management consulting firm helping financial advisors build better businesses, Palaveev also works with broker-dealers and custodians to create impactful practice management services for their advisors. He has written numerous research papers and articles and is a frequent speaker at industry conferences.
| Publication Date: | 02 October 2012 |
| Publisher: | Wiley |
| Imprint: | Bloomberg Press |
| ISBN-13: | 9781118209547 |
| Format: | Hardback |
| Page Count: | 240 |
| Weight (oz): | 15.2 |