We invest real time (and tolerate more than a few needle sticks) to understand our health. Benchmarking your firm works the same way: the goal isn’t just the numbers; it’s the perspective that helps you act on them.
Because a 33% margin looks like a win, until you learn your peers averaged 47%.
Ready to see how your firm really measures up? Participate in the True Ensemble™ Data Insights 2026 survey now through Friday, April 10.
We want to grow. We declare our growth intentions in strategic planning meetings and then we set ambitious goals. We want to attract more clients to work with our advisory firms. The potential clients, the investors, also seem to want to hire advisors. Survey after survey shows that they have been thinking about it. Yet somehow the two groups never seem to meet much.
Partners in advisory firms often find themselves struggling to find consensus and make decisions about everything from how they pay themselves and their employees to how they will grow their firms. As a consultant, I often hear from owners looking for external guidance to help them through these decisions. After one or two conversations, it becomes clear that the first thing that needs attention is alignment among partners, not a compensation plan or business development strategy.
Leadership isn’t taught in a single workshop. It’s developed through experience, reflection, and
guidance. At its core, the G2 Leadership Institute is about transformation: helping advisors see
beyond their individual roles and think like firm leaders.
Identifying a firm’s challenges is only the starting point. Real transformation happens through action, alignment, and follow-through. At The Ensemble Practice, we partner beyond diagnosis, helping firms implement change and achieve lasting results. Check out the next installment of Ensemble Edge: Consulting Insights to learn more.
Securing your own client is one of the most rewarding milestones in an advisor’s career: personal, defining, and unforgettable. Our new G2 Growth Academy is designed to help
professionals build that success one-on-one, with individual focus, accountability, and results. Hear from Philip how we got to this point and to see if the program is right for
you.
Introducing our new blog series: Ensemble Edge: Consulting Insights
This series gives a behind-the-scenes look at how Ensemble works with firms to solve complex challenges: from scaling operations and defining ownership to building leadership capacity and driving long-term growth.
Kristen is celebrating three years with The Ensemble Practice, and in true Ensemble fashion, she wears many hats.
The Ensemble Practice gains valuable expertise with addition of industry veteran Matt McGinness.
We caught up with G2 Alum and current G2 Coach, Stacey McKinnon, to discuss human capital, including employee engagement, coaching and mentoring, as well as her role in the G2 program.
