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

Autor: P Palaveev

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Legare: Copertă tare

Editura: John Wiley & Sons Inc

Disponibilitate: În depozitul extern în cantități mici

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A detailed road map for wealth managers who want to build an ensemble firm or team and achieve susta...

Informații despre carte

Autor

P Palaveev

Limbă

engleză

Legare

Carte - Copertă tare

Publicat

2012

Pagini

240

EAN

9781118209547

ISBN

1118209540

Enbook ID

01212185

Editura

John Wiley & Sons Inc

Greutate

460

Dimensiuni

156 x 236 x 21

Descriere completă

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 that serves as the foundation of their enterprise. Find out how and why a team-based service model can play a decisive role in the future growth and sustained success of your wealth management firm Discover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employ Profit from the author'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 various 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've achieved

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

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