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Philip Palaveev
193 posts

Philip Palaveev
@Palaveev
Founder and CEO of @ensembleadvisor; author of G2: Building the Next Generation and The Ensemble Practice
Seattle, WA Katılım Temmuz 2011
82 Takip Edilen594 Takipçiler

@MichaelKitces Consumers sometimes open a credit card to pay off a credit card. M&A firms sometimes buy a firm to produce cash flow to pay for the high interest on the other acquisitions… Both optimistic bets on better future …
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19 advisory firm acquisitions in July alone. Of them, 16 were funded by private equity.
For anyone anticipating that rising interest rates would kill PE demand for RIAs... it would appear not.
"July was strongest month on record for advisor M&A" investmentnews.com/july-was-stron…
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Sadly, fellow Bulgarian philosopher and WWE star @RousevBUL got laid off today from wrestling. Every day is still Rousev day!
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Philip Palaveev retweetledi

The first few acceptance letters for Class 5 of the #G2LeadershipInstitute just went out. There is still time to apply for our financial advisors leadership training program, kicking off Jan. 2020. Details and how to apply:
ensemblepractice.com/services/g2-le…
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Join me at @AICPA #AICPAEngage this afternoon as I share @EnsembleAdvisor insights and best practices about what motivates professionals and what tools firms can use to better motivate and retain their talent. aicpaengage.com/sessions/pfp19…
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Very excited to announce registration for Class 5 of our #G2LeadershipInstitute. We have 175 talented professionals already in our first four classes, and looking to continue working with the industry's future leaders.
The Ensemble Practice@EnsembleAdvisor
Registration is open for the G2 Leadership Institute, the only training program developing practical leadership skills in the next generation of financial advisors. #G2LeadershipInstitute #practicemanagement ensemblepractice.com/services/g2-le…
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We are updating our blog (and introducing a new Twitter handle for The Ensemble Practice, @EnsembleAdvisor). Here is a recent and popular piece on incentives.
The Ensemble Practice@EnsembleAdvisor
Scooby snacks (or bonuses) are effective in spurring short-term actions, but for long-term behavior change, you should also look at culture and management, writes @palaveev #practicemanagement ensemblepractice.com/blog/do-scooby…
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We are thrilled to have partnered with the @CFPBoard Center for Financial Planning to develop the definitive guide to Career Paths for Financial Advisors
Contains job descriptions, compensation and skill requirements
centerforfinancialplanning.org/initiatives/ne…
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@NexusStrategy Congratulations my friend! I remember the day. Many wishes for success for many more years!
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Learn more about the Ensemble G2 Institute - We are doing a webcast on October 11th at 11:00 Pacific at ensemblepractice.com
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