Team members who identify most strongly with the mission of the firm, and who dedicate the most emotional and physical energy to helping it fulfill that mission, are the most likely to “feel” like owners. They are also the ones most deserving of equity.
Ensemble’s Latest Industry Research Spotlighted by Bob Veres
Bob Veres digs into our latest Consumer Report and Pulse of the Industry benchmarking survey to unpack how the data speaks to the challenges facing financial advisors as the industry emerges from the pandemic.
How to thrive in a professional services firm as a young consultant
To thrive in a professional services environment, young consultants (and advisors) often must take the responsibility for their training, learning and growing in their own hands. Here is how.
Growing an advisory firm so it will continue on
G2 Leadership Institute graduates Kelli Kiemle and Cecilia Williams of Halbert Hargrove on the value of strategic planning.
Millennials and Careers
Firms are dreading the arrival of their first millennial employee. But beyond stereotypes, millennials can bring energy and ambition, and help define and refine a firm’s sense of purpose.
Recruiting A New Generation Of Advisors
Recruiting A New Generation Of Advisors by ELEANOR O’SULLIVAN
Philip Palaveev on how firms should be recruiting young talent
Next generation needs and deserves more attention and training. By Jeff Benjamin and Philip Palaveev
Philip Palaveev writes the one RIA book worth reading this year
Passing down an RIA practice is no more possible than bequeathing a soul and he writes ‘G2’ accordingly. By Brooke Southall
Financial Advisor Magazine, October 2017 issue
Read Philip Palaveev’s article in the October 2017 issue of FA Magazine