Philip Palaveev and Jonathan McQuade, The Ensemble Practice
About the Author
Philip Palaveev and Jonathan McQuade, The Ensemble Practice
Philip Palaveev is the owner and CEO of The Ensemble Practice LLC, a business management consulting firm that defines the evolution of growing a multi-professional advisory practice. He specializes in helping independent financial advisors grow their business from a solo practice into a thriving and profitable ensemble firm. Philip also works with broker-dealers and custodians on creating impactful practice management services for their advisors.
Prior to launching The Ensemble Practice, Philip served as President of Fusion Advisor Network, a network of independent advisors that changed the way broker-dealers deliver business management and camaraderie to their clients. Until 2008, Philip was a principal in Moss Adams LLP, an accounting and consulting firm with industry-leading expertise in practice management. Philip led the market research for Moss Adams and consulted with hundreds of advisors and several top broker-dealers on business management functions.
Philip authored “The Ensemble Practice,” a book dedicated to the process of building a multi-professional enterprise. The book will be released in October 2012.
Jonathan McQuade is a founding partner of The Ensemble Practice, Jonathan’s expertise is working with advisors to maximize growth opportunities through strategic planning and enhanced operational efficiencies. He consults with advisors to invest in their team and employ human capital programs to attract quality talent and minimizing staff turnover.
Prior to this role, Jonathan was a Senior Practice Management Consultant with Fusion Advisor Network. He worked closely with member firms, from leading strategic management workshops to working individually with advisors to improve their business practices with useful financial management tools. Jonathan is an active member of the local FPA chapter.
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Insights From the 2012 Top Wealth Managers Survey, Pt. 1: What Makes a Firm ‘Top’?
By Philip Palaveev and Jonathan McQuade, The Ensemble Practice | August 29, 2012
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Insights From the 2012 Top Wealth Managers Survey, Pt. 2: Growing Profitably, but Poor Productivity
By Philip Palaveev and Jonathan McQuade, The Ensemble Practice | August 28, 2012
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Insights From the 2012 Top Wealth Managers Survey, Pt. 3: Siren Call of the HNW Client
By Philip Palaveev and Jonathan McQuade, The Ensemble Practice | August 27, 2012
Event Spotlight
Think Retirement Income
October 10-11, 2013
Hyatt Regency, Boston, MA
The Retirement Income Symposium has a fresh, new look…welcome to the new and improved RIA Think Retirement Conference. We’re offering the same top-notch educational and networking opportunities to all RIAs, while still paying special attention to the challenges, and opportunities, of offering retirement incomes advice.
For more information, visit www.thinkretirementincome.com.
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