The ensemble practice a team-based approach to building a superior wealth management firm /

A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuationsWhy do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets' The answer, acc...

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Bibliographic Details
Main Authors: Palaveev, Philip, 1973
Published:
Literature type: Electronic eBook
Language: English
Series: Bloomberg financial series
Subjects:
Online Access: http://onlinelibrary.wiley.com/book/10.1002/9781118531914
Summary: A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuationsWhy 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 an
Carrier Form: 1 online resource.
Bibliography: Includes bibliographical references and index.
ISBN: 9781118231388 (epub)
1118231384 (epub)
9781118265994 (mobipocket)
1118265998 (mobipocket)
9781118228692 ( pdf)
1118228693 ( pdf)
9781118531914 (electronic bk.)
1118531914 (electronic bk.)
1118209540 (cloth)
9781118209547 (cloth)
Index Number: HG179
CLC: F830.59
Contents: Pt. 1. Structuring an ensemble -- pt. 2. Managing an ensemble -- pt. 3. What happens next.