G2: Building the Next Generation

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PRAISE FOR G2: BUILDING THE NEXT GENERATION "In his book, G2: Building the Next Generation, Philip Palaveev has done an excellent job addressing a critical element of a wealth management firm's success beyond its founders. As our industry runs into a succession crisis, it's necessary to hire, nurture, and retain experienced talent to serve our clients' future generations. As our firm has experienced, an RIA needs to plan well in advance and take into consideration all the components outlined in this book. And to be a successful next-gen professional, or G2 as Palaveev calls them, there are important things to think about as one develops his or her career. Palaveev covers the spectrum - from recruiting to managing to growing the business. He offers critical insight into the technical aspects of equity structure, ownership and governance, and succession." -Rob Francais, CEO, Aspiriant LLC "Philip Palaveev has decanted the wisdom, experience and learned best practices of the professional firms of all kinds into a 'how to' book for generational transition. He has expertly and practically explained the critical components of G2 development and transition. While this is focused on wealth management firms, any professional service firm could benefit from the lessons this book teaches." -Bob Bunting, Former CEO, Moss Adams LLP "Philip Palaveev's new work is a mission critical playbook for founders and G2 of financial advisory firms. He expertly bridges the gap between identifying the necessity of having a next generation of leaders and the practical implementation of developing them within an organization. Armed with industry data, research and years of hands on experience, he encourages founders to trust what they have built and inspires G2 to be worthy of that trust. Developing leaders takes time, energy, effort and commitment on everyone's part, however, there is no better application of those valuable resources than growth of our people, growth of our firms and growth of our industry. This book is a manifesto on how to achieve all three." -Heather Robertson Fortner, Signature FD, Partner, Chief Compliance Officer and Chief Operating Officer and G2 Leader