The ideal Ensemble Practice candidate is an independent advisor-entrepreneur with a powerful vision for the future that includes developing a multi-professional financial advisory practice. Theirs is a profitable business with a talented, engaged staff and a loyal client base. They actively promote professional development within the firm by empowering employees and share an enthusiasm for exchanging best practices amongst industry peers.
These business owners have a personal stake in the success or failure of their enterprises and have built sustainable competitive advantages, surviving in an industry increasingly driven by change.
Growth of the practice cannot depend solely on growth in the market. We recognize that our industry has not clearly defined the evolution of a successful solo practice into a mature, thriving, multi-professional one.
The Ensemble Practice provides consulting programs to address the complexity of building a firm and how they relate. We believe each particular area deserves its own agenda so that advisors have the necessary tools to lead a team and employ sound business practices aimed at growth.