Philip Palaveev, Fusion Advisor Network

About the Author

Philip Palaveev, Fusion Advisor Network

Philip Palaveev is president of Fusion Advisor Network, a membership organization of leading independent advisory firms. Fusion provides business management consulting, marketing, technology optimization, human resource guidance, benefits, and situational support for equity transactions. The firm advocates on behalf of its members to provide access to best-of-breed platforms and vendors, including NFP Securities, Inc. 

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  Beyond the Owner: Advisory Firm Paths to Success

  By Philip Palaveev, Fusion Advisor Network  |  June 1, 2011

  Large financial advisory firms are more profitable, grow faster and have higher equity value per dollar of profit.

• Why Do Advisors Shy Away From ‘Selling’? Part 2

  By Philip Palaveev, Fusion Advisor Network  |  March 2, 2011

  The four stages of a successful wealth manager, and the reasons 'selling' should be embraced by younger advisors.

• Why Do Advisors Shy Away From ‘Selling’? Part 1

  By Philip Palaveev, Fusion Advisor Network  |  February 28, 2011

  Bringing in new clients is a critical function if a firm is to thrive. Why are some advisors afraid to do this?

• Leading Your Firm in Stressful Times

  By Philip Palaveev, Fusion Advisor Network  |  January 31, 2011

  Managing stress, and helping employees and clients do that too, is an important management skill.

• Top Wealth Managers Q2 2010: Lowered Expectations

  By Philip Palaveev, Fusion Advisor Network  |  November 1, 2010

  Will the market dictate what 2011 is like or can wealth management firms impose their own will on their growth?

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  Can You Build a Business?

  By Philip Palaveev, Fusion Advisor Network  |  November 1, 2010

  The typical advisor has likely attended multiple coaching programs, has participated in dozens of practice management workshops, and has seen more presentations of best practices than there are episodes of Law and Order.

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  Top Wealth Managers: Make Your Firm Recession-Proof

  By Philip Palaveev, Fusion Advisor Network  |  September 30, 2010

  The time to prepare your firm for another dip is now, not when we are in the middle of it.

• Top Wealth Managers: Make Your Firm Recession-Proof

  By Philip Palaveev, Fusion Advisor Network  |  August 25, 2010

  Will the coming months be like running your second marathon?

• Special Report: 2010 Annual Top Wealth Manager Survey

  By Philip Palaveev, Fusion Advisor Network  |  July 8, 2010

  The top Wealth Managers in the U.S. are looking to restart their growth, find new clients and new markets, and reinvigorate their strategy and their people.

• Wealth Management Firms Not Merging With Wirehouse Teams

  By Philip Palaveev, Fusion Advisor Network  |  January 26, 2010

  Theoretically, there should be more mergers of wirehouse teams into wealth management firms. Why aren't there?