Ep 040: Building A True Ensemble Practice Beyond Yourself And Training G2 Successors with Philip Palaveev

Financial Advisor Success

Phillip is the founder and CEO of Ensemble Practice, talks about different ways that advisors can share equity in becoming the multi-professional advisory firm and what it takes to actually introduce a new second generation to the firm.

For show notes and more visit https://www.kitces.com/40

More description

Phillip is the founder and CEO of Ensemble Practice, talks about different ways that advisors can share equity in becoming the multi-professional advisory firm and what it takes to actually introduce a new second generation to the firm.

For show notes and more visit https://www.kitces.com/40

2017-10-03 99 min
Listen elsewhere

Available Results

Generated results are saved to your library for reuse and search.

No generated results are available for this episode yet.

Transcript

No transcript is available for this episode yet.
Sign in to generate a transcript for review.
Sign in

Chapters

No chapters available.