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

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

    FromFinancial Advisor Success

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

    FromFinancial Advisor Success

    ratings:
    Length:
    100 minutes
    Released:
    Oct 3, 2017
    Format:
    Podcast episode

    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
    Released:
    Oct 3, 2017
    Format:
    Podcast episode

    Titles in the series (100)

    The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.