Recruiting A New Generation Of Advisors by ELEANOR O’SULLIVAN

Read Philip Palaveev’s Advisor Perspectives article here

Next generation needs and deserves more attention and training. By Jeff Benjamin and Philip Palaveev

Passing down an RIA practice is no more possible than bequeathing a soul and he writes ‘G2’ accordingly. By Brooke Southall

Read Philip Palaveev’s article in the October 2017 issue of FA Magazine

Nerd’ Eye View podcast with Michael Kitces and guest Philip Palaveev

Every year, the succession consultant Philip Palaveev says he gets calls from firm founders who have been diagnosed with cancer. Often it’s too late to do anything about the complex and time-consuming process of succession, Palaveev says. Many experts advise a 10-year runway to plan for internal succession. Read More

“Benchmarks are like a dashboard in a car,” says Philip Palaveev, CEO of The Ensemble Practice, a support and service organization for financial advisory firms based in Seattle, Wash. “Benchmarks showing what other firms are experiencing can tell you if you are growing too fast or too slowly and if things are working properly. Read More

Read full article HERE.

eMoney form inspires Fidelity function in NYC that serves up a familiar menu with fine garnish. Read full article here