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    Neuwertig: Buch, das wie neu aussieht, aber bereits gelesen wurde. Der Einband weist keine ...
    ISBN
    9781118209547
    Kategorie

    Über dieses Produkt

    Product Identifiers

    Publisher
    Wiley & Sons, Incorporated, John
    ISBN-10
    1118209540
    ISBN-13
    9781118209547
    eBay Product ID (ePID)
    117150349

    Product Key Features

    Book Title
    Ensemble Practice : a Team-Based Approach to Building a Superior Wealth Management Firm
    Number of Pages
    240 Pages
    Language
    English
    Topic
    Finance / Wealth Management, Industries / Financial Services, Investments & Securities / General
    Publication Year
    2012
    Illustrator
    Yes
    Genre
    Business & Economics
    Author
    P. Palaveev
    Book Series
    Bloomberg Financial Ser.
    Format
    Hardcover

    Dimensions

    Item Height
    1 in
    Item Weight
    15.2 Oz
    Item Length
    9 in
    Item Width
    6.2 in

    Additional Product Features

    Intended Audience
    Trade
    LCCN
    2012-017196
    TitleLeading
    The
    Dewey Edition
    23
    Series Volume Number
    568
    Dewey Decimal
    332.6068
    Table Of Content
    Introduction xiii Acknowledgments xv PART I: STRUCTURING AN ENSEMBLE CHAPTER 1 The Ensemble Defined 3 The Ensemble Concept 5 Ensemble Demographics 7 Ensembles Are More Profitable and Valuable 10 Clients Prefer Ensembles 12 Should Everyone Be an Ensemble? 14 What''s Next and Who Should Read on 16 Notes 17 CHAPTER 2 The Ensemble Structure 19 The Service Advisor Model--Leverage 21 The Emerging Partnerships--Sharing 24 The "True" Ensembles--Leverage and Sharing Combined 28 The Super-Ensemble Firms 34 When Large Becomes Too Large 37 Notes 37 CHAPTER 3 Growing into an Ensemble 39 The Right Time to Hire 39 Whom Can You Hire? 41 Structuring Client Service 45 Service Advisors and Client Relationships 47 The Hiring Process 50 The Selling Question 53 The Equity Question 55 Making the Decision 57 Notes 58 CHAPTER 4 Merging Together 59 Your Shared Strategy 62 Your Shared Values 63 The Data 65 The Business Plan 67 Partner Roles and Compensation 68 The Deal 69 Mergers of Not So Equals 70 The Deals after the Deal 71 Owner Rights 72 Making Decisions as Partners 73 Buy-Sell Agreements, Retirements, and Breaking Up 75 Communicating the Deal to Clients and Employees 76 Notes 78 CHAPTER 5 From Silo to Ensemble 79 Creating a Shared Bottom Line 80 The "Mine, Yours, and Ours" Model 83 Assign Management Responsibilities 83 Share Client Meetings 84 The Prenup 85 Change Your Thinking 86 Note 88 CHAPTER 6 Partner Responsibilities and Partner Compensation 89 Labor versus Equity 89 Using Profit Centers or Silos 92 Setting Owner Base Compensation 94 The Role of Equity Ownership in Income 99 Discretionary Expenses and Perks 100 Partner Compensation Discussion Worksheet 100 PART II: MANAGING AN ENSEMBLE CHAPTER 7 Creating Ensemble Culture 105 Establishing Priorities and Values 106 Customers--Service as Culture 108 How We Deal with Each Other 110 Who Owns the Client? 115 Mom and Dad 116 Tribes 117 Manage Yourself 118 Notes 119 CHAPTER 8 Making Partner 121 When Can You Add a Partner? 122 Whom Do You Want as a Partner? 124 How Do They Buy-In? 128 Alternatives to Full Partnership 131 Why Do You Promote Partners? 134 Notes 135 CHAPTER 9 The Big Idea 137 Four Stages of Growth 137 Steps to Institutionalizing 140 Notes 144 CHAPTER 10 Managing Professional Compensation 145 Compensation Philosophy 146 Setting Salaries 148 Payout-Based Compensation 150 Incentive Compensation 151 Benefits 155 Compensation Management Process 156 CHAPTER 11 The Bottom Line 159 The Owners'' Personal Income and Income Bogey 160 The Income Statement 163 Managing Engagement Economics 166 Unit Economics 167 Managing Staffing Cost and Productivity 174 Overhead Management 176 Key Ratios on Your Dashboard 177 Budgeting and Financial Management Discipline 178 Notes 180 CHAPTER 12 The Devil in the Details 181 Agreement on Service Process 181 Investment Committee 183 Leadership in Operations 184 Customization and Efficiency 185 Technology Selection 186 Quality Control and Risk Management 187 Vendor and Strategic Partner Choices 188 PART III: WHAT HAPPENS NEXT CHAPTER 13 Recipes for Failure 193 How to Fight with Your Partner 194 Losing Control of Your Own Firm 196 Agree to Disagree--aka Avoiding Difficult Decisions 198 The Porch of Indecision 199 People Who Don''t Develop 199 Protecting Your Ensemble 200 Note 201 CHAPTER 14 Doing Deals 203 Equity Planning for Ensembles 204 Consolidation Deals 207 Other Acquirers 209 Finding Your Deal 211 Note 211 CHAPTER 15 The Future Belongs to Ensembles 213 About the Author 217 Index 219
    Synopsis
    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 "Philips 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, 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 Philips 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, President, Christopher Street Financial, 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, 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.
    LC Classification Number
    HG179.5.P353 2013

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