The Ensemble Practice gains valuable expertise with addition of industry veteran Matt McGinness.
Ensemble Encounters: A Q&A with Stacey McKinnon on Mentoring and Coaching
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.
True Ensemble Firms: Behind the Study
The best advisory firms recognize that they service three constituencies—their clients, their owner and their team. All three interact and influence each other. A good team with strong motivation is likely to produce superior client outcomes.
True Ensemble™ Data Insights 2024 Conducted by BlackRock and The Ensemble Practice
We are excited to launch today an innovative performance, growth, and compensation benchmarking study for advisory firms: True Ensemble™ Data Insights 2024 Conducted by BlackRock® and The Ensemble Practice.
Ensemble Encounters: A Q&A with Heath Alloway on Business Development
Heath Alloway, Director with Upstream Academy, recently met with the G2 Leadership Institute’s Class of 2024 in Austin, TX to help demystify business development and provide tips to make it more approachable.
PULSE OF THE INDUSTRY: GROWTH IS THE WORD
During the start of 2024, advisory firms are experiencing positive growth in assets under management (AUM), client relationships and staff size.
PULSE OF THE INDUSTRY: FOCUS ON FUNDAMENTALS
The results of Ensemble’s Pulse of the Industry 2023: Mid-Year Survey are in and the message from participating firms is it’s time to focus on fundamentals.
The Foundation of a Successful Team: Meet the G2 Coaches
We had the opportunity to sit down with our G2 coaches so you can get to know a bit more about them for yourselves.
PULSE OF THE INDUSTRY: START OF THE YEAR 2023
In this latest edition of Pulse, we surveyed the G2 Leadership Institute community of firms on where they currently stand at the start of 2023. Read the key takeaways and register for a full copy of the report.
Ranking the Heavyweights
The seeds of destruction are sown in good times, as the proverb goes, and these have been good times for the advisory industry. Because our industry has been so successful, we have started to make some dangerous assumptions. Perhaps it is a good time to review our business models and take a hard look at these assumptions.