PowerfulVision

The Ensemble Practice works with independent advisors to build and grow ensemble firms.

Ensemble Defined

Ensemble advisory firms operate as multiprofessional practices, sharing stewardship over client relationships and leveraging the collective talent of the team to achieve business goals.

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Practice Redefined

By adopting a team-based approach, ensemble firms grow faster, achieve greater profitability, create more opportunities for themselves and their clients and have real equity value.

What We Do

G2 Leadership Institute

We administer workshops to develop the future leaders of the financial advisory industry.

Business Consulting

We consult with team-based advisory firms to help them define their paths to success.

Enterprise Partners

We work in partnership with advisory institutions to support their top advisors.

Advisory Industry Research

We conduct industry research to capture the state of the advisory profession.

Spotlight on G2

Book cover: G2 The Next Generation

G2: Building the Next Generation

By Philip Palaveev

The future of the financial services industry is in the hands of a talented and ambitious group of young professionals – G2, the next generation. Whether you pick up this book as a founder of an advisory firm or a professional looking to further your career, you have probably recognized that your future success relies on the ability of your firm to develop the leadership and management skills of its best people. G2: Building the Next Generation is a comprehensive guide on how to accelerate the career of future leaders of advisory firms and teams.

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G2 Leadership Institute: Class of 2020

Sponsored exclusively by Fidelity Clearing & Custody Solutions, the G2 Leadership Institute develops the leadership and business management skills of professionals who are preparing themselves for leadership positions within their advisory firms.

Registration for the G2 Leadership Institute Class of 2020 opens this fall.

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