Chief Executive Officer
Philip Palaveev is an industry expert and highly sought-after consultant focused on creating team-based financial advisory businesses aimed for sustained growth, profitability and value.
Philip is the owner and CEO of The Ensemble Practice LLC, a business management consulting firm that defines the evolution of growing a multi-professional advisory practice. He specializes in helping independent financial advisors grow their business from a solo practice into a thriving and profitable ensemble firm. Palaveev also works with broker-dealers and custodians on creating impactful practice management services for their advisors.
Prior to launching The Ensemble Practice, Philip served as president of Fusion Advisor Network, a network of independent advisors that changed the way broker-dealers deliver business management and camaraderie to their clients. As president, Palaveev was responsible for the strategy of the firm and led its growth from a fast-growing start-up to one of the industry’s most innovative and successful firms. He helped increase the firm’s revenue by 50% in three years. From 2003 to 2008, Philip was a principal at Moss Adams LLP, an accounting and consulting firm with industry-leading expertise in practice management. Philip led the market research for Moss Adams and consulted with hundreds of advisors and several top broker-dealers.
Philip recently authored The Ensemble Practice, a book dedicated to the process of building a multi-professional enterprise. He is also known for his industry research papers and articles, is a frequent speaker at industry conferences and contributes regularly to industry blogs.