Helping Advisors Build Their Ensemble Practices
Our mission at Ensemble Practice is to help independent advisor-entrepreneurs build a multi-professional financial advisory practice with a powerful vision for the future. It is a profitable business with a talented, engaged staff and a loyal client base. We help our clients build and grow their ensemble firms. Learn more
We recognize that our industry has not clearly defined the path from a successful solo practice to a mature, thriving, ensemble firm. We provide consulting programs to address the complexity of building a multi-dimensional firm – from organizational structure and technology to succession planning and competitive positioning. We believe that advisors need the right tools for each of these areas in order for the business practice to grow. Learn more
We work with the leading independent advisors in the industry. 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. What our clients have in common is a shared commitment to actively promoting professional development within the firm by empowering employees and an enthusiasm for exchanging best practices among industry peers.