There are many talented people from underrepresented groups who could be contributing to the future of leadership in the advisory industry. G2 scholarships help eliminate the financial barriers to program participation by providing full tuition and accommodation.
G2 Leadership Institute Graduation
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
Philip Palaveev and Bob Oros create Hunger Games-style RIA high jinks for Fidelity execs, then release it for wide consumption
Medical interns get cadavers to practice their scalpel skills on. Law students have moot court to hone their oratorical skills. But there are no such dress rehearsals for aspiring financial advisors. Philip Palaveev has teamed up with Fidelity in order to remedy that situation. Fusing fantasy baseball and reality TV, Palaveev is creating a program in which advisors, divvied up into teams, compete against one another and in the process deal with real-life situations facing RIAs. Read more
Industry Expert Brandon Odell Becomes Partner in The Ensemble Practice LLC
SEATTLE, March 23, 2015 – The Ensemble Practice (Ensemble), the premier business consulting firm for the financial services industry, announced today that Brandon Odell has been promoted to Partner. Prior to the announcement, Brandon Odell served the firm as Director of Business Consulting. Odell has been responsible for the firm’s marquee benchmarking and compensation reports as well as key client relationships. Brandon Odell is also increasingly recognized in the industry as one of the foremost experts in financial management of advisory firms and is a frequent speaker at industry conferences and forums. Read MoreOdell Partner_final
The Ensemble Practice Adds an Industry Expert to Drive Growth and Deepen Client Relationships
Doug Johnson Joins Ensemble as Senior Consultant Seattle, WA – October 22, 2014 – The Ensemble Practice, the premier business-consulting firm for the financial services industry, announced today that Doug Johnson has joined the firm as a Senior Consultant. The addition of Johnson allows Ensemble team to continue its growth and work with financial advisory firms on growing and improving the profitability of their organizations. Johnson’s experience and background in Operations and Business Development will also add to the expertise of the Ensemble team. “We look to bring to our clients premier experience and expertise. We want to be able …
Excerpt: 2014 InvestmentNews Financial Performance Study
Read an excerpt from the 2014 InvestmentNews Financial Performance Study of Advisory Firms.