Type(s) de contenu et mode(s) de consultation : Texte noté : électronique

Auteur(s) : Palaveev, Philip (1973-....)  Voir les notices liées en tant qu'auteur

Titre(s) : The ensemble practice [Texte électronique] : a team-based approach to building a superior wealth management firm / Philip Palaveev

Publication : Hoboken, N.J. : Bloomberg Press, An Imprint of Wiley, cop. 2013

Description matérielle : 1 online resource

Collection : Bloomberg financial series

Note(s) : Includes bibliographical references and index. - Print version record and CIP data provided by publisher.
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 and sustained success of your wealth management firmDiscover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employProfit 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 researcherLearn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practiceGet 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

Sujet(s) : Planificateurs financiers  Voir les notices liées en tant que sujet
Conseillers en investissements financiers  Voir les notices liées en tant que sujet
Services financiers  Voir les notices liées en tant que sujet
Livres numériques  Voir les notices liées en tant que sujet

Identifiants, prix et caractéristiques : ISBN 9781118531914

Identifiant de la notice  : ark:/12148/cb44654124b

Notice n° :  FRBNF44654124 (notice reprise d'un réservoir extérieur)

Table des matières : pt. 1. Structuring an ensemble ; pt. 2. Managing an ensemble ; pt. 3. What happens next.