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

• Κύριος συγγραφέας: Palaveev, Philip, 1973-
• Μορφή: Ηλ. βιβλίο
• Γλώσσα: English
• Έκδοση: Hoboken, N.J. : Bloomberg Press, An Imprint of Wiley, [2013]
• Σειρά: Bloomberg financial series.
• Θέματα: Financial planners.; Investment advisors.; Financial services industry.; Partnership.; BUSINESS & ECONOMICS > Investments & Securities > General.; Electronic books.

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...

Πίνακας περιεχομένων:

• pt. 1. Structuring an ensemble
• pt. 2. Managing an ensemble
• pt. 3. What happens next.