Program Overview

As advisory firms grow, the decisions become more complex.

Leaders must balance growth with capacity, design organizational structures that scale, develop compensation systems that reward performance, and create ownership pathways for the next generation.

Many firms benefit from consulting projects to tackle these challenges. But just as often, leaders need an ongoing strategic sounding board: a place to pressure-test ideas, compare approaches, and learn from others navigating similar decisions.

The Executive Forum provides that environment.

How the Forum Works

The Executive Forum combines direct, ongoing consulting from The Ensemble Practice with structured strategy sessions for peer collaboration. Participants also receive access to Ensemble created tools, templates and research, including our annual, True Ensemble Data Insights.

Monthly 1:1 Calls

Attendees will have monthly, individual calls with The Ensemble Practice where they can cover the topics impacting their firm. These topics can include:

• Growth strategy and capacity planning
• Organizational structure and team design
• Staffing, compensation, and incentives
• Ownership planning and succession strategy
• Financial management and firm economics

These meetings will help attendees make decisions to guide their firm forward.

Peer Collaboration: Bi-Yearly In-Person Meetings

Participants benefit from candid conversations with other firm leaders facing similar opportunities and challenges. Each meeting is facilitated by The Ensemble Practice to help guide discussion, frame key decisions, and share insights drawn from decades of research and consulting work with advisory firms.

WHO SHOULD ATTEND?

The Executive Forum is designed for leaders responsible for shaping the future of their firms. Participants typically include Founders and CEOs, Managing Partners, and firm leaders responsible for strategy and growth.

The program is best suited for firms that are actively thinking about how their organization must evolve as the business grows. Participants can gain:

• Clearer strategic priorities for their firms
• Practical frameworks for organizational design and compensation
• Insights from peers facing similar challenges
• Guidance from experienced Ensemble consultants
• A trusted network of fellow firm leaders

Most importantly, participants gain a structured environment for making thoughtful decisions about the future of their firms.

Admission is on a rolling basis. Interested in learning more? Click here for more about the program or reach out to Matt@EnsemblePractice.com.