Why We’re Different
We strongly believe a team-based approach is the future model for independent advisory firms. Because we recommend solutions that are uniquely aligned with your firm’s vision and organizational growth path, we tie our success to your success through our unique pricing model. As a result, we face the same risks you inherent in building a business.
The Ensemble Practice consultants have pioneered many of the concepts that are recognized today as the discipline of Practice Management. Our experience provides us with in-depth insight and knowledge, both theoretical and practical, of the financial services industry. Through our programs and services, our clients can share their passion for this business with other top advisors and industry experts.
The Ensemble Team operates as an integrated team of experts who:
The Ensemble Team has over 25 years of collective experience providing solutions to many of the largest wealth management firms in the country, leading broker-dealer and custodians, and over 1,000 independent advisors.
Combining our data-driven research and experiences, we are able to quickly assess your business framework and determine a potential solution set. We are able to help you implement ideas faster, seize opportunities more quickly, and improve business efficiencies. We specialize in implementation to achieve results.
Our diverse background includes speaking at industry conferences and events, hosting practice management workshops, building management tools, understanding compliance regulation and policies, and creating targeted marketing strategies to promote client loyalty and prospects.
The Ensemble Team members are highly regarded experts in their field. We authored numerous industry research papers and white papers, translating the qualitative and quantitative methods of growing a successful advisory practice. Influential industry leaders have sited our work and we have been quoted in many industry publications.
The Ensemble Practice professionals have led the development of practice management knowledge for many years. We are responsible for the innovative programs of Fusion Advisor Network, the highly regarded Moss Adams research studies and the creative FastTrack program. Combined, we have worked with over 1,000 advisory firms, including most of the largest wealth managers in the country.
We remain committed to advancing our knowledge in this industry. We continue to listen to the challenges that advisors face and dedicate our efforts in helping solve those concerns to build their ideal firm.
We believe in creating true partnership including specialized levels of engagement with our clients.
We act in the best interest of our clients and are invested in the results of our work. This is why in every engagement, some of our fees are dependent on achieving the goals set by our clients. We are not afraid to take the same risks that we ask our clients to take and we live by the same measure of success our business-owner clients live by, the bottom line result.
The Ensemble Practice is the only consulting firm in the financial services industry to tie our success to an advisor’s top and bottom line.