Philip Palaveev's guest appearances

Philip Palaveev

Financial Advisor Success

Can You Hold My Attention?  The Derek Bruton Podcast

Tim Kochis

Rachel Robasciotti

Elizabeth Nesvold

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

Charles Schwab

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

OwlTail

He’s the King of the Analogy, the Master of the Metaphor, and one of the most respected (and humorous) professionals in financial services. Philip Palaveev is the CEO of the The Ensemble Practice, a consulting firm he founded and leads in Seattle which focuses on making successful business owners out of successful advisors. With his analogies and metaphors, Philip has a way of illustrating a point better than anyone I’ve ever worked with in this industry. But it's his knowledge of the advisor business that makes him one of the most sought-after coaches for advisors and institutions catering to financial advisors. What's the secret sauce? It’s the great perspective Philip has accumulated as a principal at Moss Adams, then as a leader of a very large advisory practice, and now as a successful business owner. That makes him a rare but valuable resource to any advisor who truly wants to improve his or her business. Philip speaks with me about the advantages of a group practice, how the next generation investor's needs are not too dissimilar from those of today's client, and his 3 keys to becoming a superior business owner. All this and more on this 16th episode of Can You Hold My Attention?

He’s the King of the Analogy, the Master of the Metaphor, and one of the most respected (and humorous) professionals in financial services. <a href="https://blubrry.us10.list-manage.com/track/click?u=e94c58650d682f7967edee6d3&amp;id=b609c7f08e&amp;e=ba5c7befae" rel="noopener noreferrer nofollow" target="_blank">Philip Palaveev</a> is the CEO of the <a href="https://blubrry.us10.list-manage.com/track/click?u=e94c58650d682f7967edee6d3&amp;id=fbeb9f819c&amp;e=ba5c7befae" rel="noopener noreferrer nofollow" target="_blank">The Ensemble Practice</a>, a consulting firm he founded and leads in Seattle which focuses on making successful business owners out of successful advisors. With his analogies and metaphors, Philip has a way of illustrating a point better than anyone I’ve ever worked with in this industry. But it's his knowledge of the advisor business that makes him one of the most sought-after coaches for advisors and institutions catering to financial advisors. What's the secret sauce? It’s the great perspective Philip has accumulated as a principal at Moss Adams, then as a leader of a very large advisory practice, and now as a successful business owner. That makes him a rare but valuable resource to any advisor who truly wants to improve his or her business. Philip speaks with me about the advantages of a group practice, how the next generation investor's needs are not too dissimilar from those of today's client, and his 3 keys to becoming a superior business owner. All this and more on this 16th episode of <a href="https://blubrry.us10.list-manage.com/track/click?u=e94c58650d682f7967edee6d3&amp;id=a20775114a&amp;e=ba5c7befae" rel="noopener noreferrer nofollow" target="_blank">Can You Hold My Attention?</a>

Episode #16 - Philip Palaveev, CEO at The Ensemble Practice

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

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 <a href="https://www.kitces.com/40" rel="noopener nofollow" target="_blank">https://www.kitces.com/40</a>

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