The Ensemble Practice

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Praise for The ensemble practice "Philip Palaveev has done something remarkable. His step-by-step examination of how to build and manage a complex ensemble advisory practice completely removes the intimidation factor from one of the biggest challenges in the financial services space. This is 'how-to' writing at its most valuable." -Bob Veres, Publisher, Inside Information "With this effort, Philip Palaveev advances the thinking about how to transform ideas from a book of business into an enduring enterprise. He uses relevant anecdotes, insightful sidebars, and his vast personal experience to deliver a game plan for any leader of an advisory firm to create a successful ensemble business. Philip coined the phrase 'ensemble practice' for a multi-owner financial advisory firm, recognizing an emerging trend a number of years ago. Once again, Philip is helping to turn an idea into an application that anyone interested in the retail advice business should pay attention to." -Mark Tibergien, CEO, Pershing Advisor Solutions LLC, a BNY Mellon company "Philip's experience and insights in this critical topic of building an ensemble wealth management firm are invaluable. This is a must-read book for anyone serious about building a lasting, profitable, and successful business!" -Gregory H. Friedman, MS, CFP(r), President, Private Ocean Wealth Management, President, Junxure "Philip Palaveev is one of the most brilliant practice management minds in the industry, and this book is a great gift to those of us in the business. Philip is a talented writer, and he intertwines deep content with great humor, effective examples, and the occasional proverb from his grandma. The Ensemble Practice is a compelling read. I found myself nodding along, laughing out loud, and taking lots of notes about ideas I would like to implement in my own business." -Rebecca Pomering, CEO, Moss Adams Wealth Advisors LLC "This book holds the secret recipe I have long needed. Although I consider myself a skilled financial planner, I have never been as confident in my role as a manager of my growing ensemble. I felt like Philip's book was written just for my practice-each chapter was so appropriate for one of my managerial dilemmas! I owe any future success to this book." -Jennifer Hatch, CFP(r), President, Christopher Street Financial