Do Scooby Snacks Work?

By: Philip Palaveev

By Philip Palaveev   In every single Scooby Doo episode, eventually there comes a moment when Scooby (and Shaggy) refuse adamantly to serve as “monster-bait” but are then persuaded to follow the plan in exchange for a “scooby snack.” Every year, usually around this time, almost every single advisory firm gives out their version of scooby snacks – the annual …

Millennials and Careers

By: The Ensemble Practice

In the Eyes of a Millennial by Janki Patel (introduction by Philip Palaveev)

Stop With The Phony Slogans

By: The Ensemble Practice

Firms spend an enormous amount of time crafting vision statements, missions, statements of values and “reasons why.” At the end, the vast majority of those efforts produce nothing but bland sentences full of the words: “premier,” “elite,” “passionate,” “real difference” and “commitment.” Those words offer no idea about the actual direction of a firm, the behavior of its people or …

RIA Mergers and Acquisitions Break Records in 2017

By: The Ensemble Practice

2017 was a record-breaking year for RIA mergers and acquisitions, with M&A transactions seeing a 22 percent increase over their 2016 numbers. Financial Advisor magazine’s Christopher Robbins discusses this trend, as well as a continuing surge in breakaways despite large brokerages leaving the broker protocol.

G2 Leadership Institute Graduation

By: The Ensemble Practice

We are very happy to announce the graduation of our first G2 Leadership Institute class! Read the press release here: G2 Graduation Press Release 11272017 G2 Graduates, Class of 2017

Dealing with Weaknesses

By: The Ensemble Practice

Read Philip Palaveev’s Advisor Perspectives article here