Cargando…

The ensemble practice : a team-based approach to building a superior wealth management firm /

A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuationsWhy do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets' The answer, acc...

Descripción completa

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Palaveev, Philip, 1973-
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, N.J. : Bloomberg Press, An Imprint of Wiley, ©2013.
Colección:Bloomberg financial series.
Temas:
Acceso en línea:Texto completo

MARC

LEADER 00000cam a2200000 a 4500
001 EBOOKCENTRAL_ocn793497233
003 OCoLC
005 20240329122006.0
006 m o d
007 cr |n|||||||||
008 120510s2013 nju ob 001 0 eng
010 |a  2012019411 
040 |a DLC  |b eng  |e pn  |c DLC  |d YDX  |d N$T  |d E7B  |d CDX  |d CUS  |d YDXCP  |d DG1  |d CCO  |d UBY  |d TEFOD  |d OCLCF  |d DEBSZ  |d DKDLA  |d RECBK  |d TEFOD  |d OCLCQ  |d COO  |d DEBBG  |d OCLCQ  |d LOA  |d COCUF  |d DG1  |d MOR  |d LIP  |d PIFAG  |d ZCU  |d MERUC  |d OCLCQ  |d NJR  |d U3W  |d OCLCQ  |d STF  |d WRM  |d NRAMU  |d ICG  |d INT  |d VT2  |d OCLCQ  |d WYU  |d OCLCQ  |d DKC  |d OCLCQ  |d UKCRE  |d BOL  |d VLY  |d OCLCO  |d UKAHL  |d OCLCO  |d LUU  |d OCLCQ  |d OCLCO  |d OCLCL 
019 |a 864460884  |a 874244059  |a 957741246  |a 958086964  |a 965980507  |a 988410905  |a 991995389  |a 1037755236  |a 1038629695  |a 1045550619  |a 1077260880  |a 1114392934  |a 1148148336  |a 1153519457  |a 1162066602 
020 |a 9781118231388  |q (epub) 
020 |a 1118231384  |q (epub) 
020 |a 9781118265994  |q (mobipocket) 
020 |a 1118265998  |q (mobipocket) 
020 |a 9781118228692  |q (pdf) 
020 |a 1118228693  |q (pdf) 
020 |a 9781118531914  |q (electronic bk.) 
020 |a 1118531914  |q (electronic bk.) 
020 |a 1118209540  |q (cloth) 
020 |a 9781118209547  |q (cloth) 
020 |a 9781283592659 
020 |a 1283592657 
020 |a 9786613905109 
020 |a 6613905100 
020 |z 9781118137604 
028 0 1 |a EB00056379  |b Recorded Books 
029 1 |a AU@  |b 000049141851 
029 1 |a AU@  |b 000070517404 
029 1 |a CHBIS  |b 009914501 
029 1 |a CHNEW  |b 000620247 
029 1 |a CHNEW  |b 000939841 
029 1 |a CHVBK  |b 480201331 
029 1 |a DEBBG  |b BV042743193 
029 1 |a DEBBG  |b BV043394542 
029 1 |a DEBBG  |b BV044161938 
029 1 |a DEBSZ  |b 397231075 
029 1 |a DEBSZ  |b 485020041 
029 1 |a GBVCP  |b 738793795 
029 1 |a NZ1  |b 14976634 
035 |a (OCoLC)793497233  |z (OCoLC)864460884  |z (OCoLC)874244059  |z (OCoLC)957741246  |z (OCoLC)958086964  |z (OCoLC)965980507  |z (OCoLC)988410905  |z (OCoLC)991995389  |z (OCoLC)1037755236  |z (OCoLC)1038629695  |z (OCoLC)1045550619  |z (OCoLC)1077260880  |z (OCoLC)1114392934  |z (OCoLC)1148148336  |z (OCoLC)1153519457  |z (OCoLC)1162066602 
037 |a 3A3E4870-E658-4530-BAB1-EEAB3C3727CC  |b OverDrive, Inc.  |n http://www.overdrive.com 
042 |a pcc 
050 0 0 |a HG179.5 
072 7 |a BUS  |x 036000  |2 bisacsh 
082 0 0 |a 332.6068  |2 23 
049 |a UAMI 
100 1 |a Palaveev, Philip,  |d 1973-  |1 https://id.oclc.org/worldcat/entity/E39PCjxdg4p76WggvXg4Vfkv73 
245 1 4 |a The ensemble practice :  |b a team-based approach to building a superior wealth management firm /  |c Philip Palaveev. 
260 |a Hoboken, N.J. :  |b Bloomberg Press, An Imprint of Wiley,  |c ©2013. 
300 |a 1 online resource 
336 |a text  |b txt  |2 rdacontent 
337 |a computer  |b c  |2 rdamedia 
338 |a online resource  |b cr  |2 rdacarrier 
340 |g polychrome.  |2 rdacc  |0 http://rdaregistry.info/termList/RDAColourContent/1003 
347 |a text file  |2 rdaft  |0 http://rdaregistry.info/termList/fileType/1002 
490 1 |a Bloomberg financial series 
504 |a Includes bibliographical references and index. 
588 0 |a Print version record and CIP data provided by publisher. 
505 0 |a pt. 1. Structuring an ensemble -- pt. 2. Managing an ensemble -- pt. 3. What happens next. 
520 |a A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuationsWhy do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets' The answer, according to industry consultant and researcher, P. Palaveev, is that the most successful firms are those which, create and promote a team-based service model that serves as the foundation of their enterprise. Find out how and why a team-based service model can play a decisive role in the future growth and sustained success of your wealth management firmDiscover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employProfit from the author's years of experience working with the world's top wealth management firms and the data he has compiled as a pre-eminent industry researcherLearn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practiceGet the lowdown on how the savviest traditional broker-dealer firms have formed dynamic ensemble teams within their organizations and learn of the results they've achieved. 
590 |a ProQuest Ebook Central  |b Ebook Central Academic Complete 
650 0 |a Financial planners. 
650 0 |a Investment advisors. 
650 0 |a Financial services industry. 
650 0 |a Partnership. 
650 6 |a Planificateurs financiers. 
650 6 |a Conseillers en placements. 
650 6 |a Services financiers. 
650 7 |a investment counsels.  |2 aat 
650 7 |a BUSINESS & ECONOMICS  |x Investments & Securities  |x General.  |2 bisacsh 
650 7 |a Financial planners  |2 fast 
650 7 |a Financial services industry  |2 fast 
650 7 |a Investment advisors  |2 fast 
650 7 |a Partnership  |2 fast 
758 |i has work:  |a The ensemble practice (Text)  |1 https://id.oclc.org/worldcat/entity/E39PCGXrBFW36QJxGdF3gqRHqP  |4 https://id.oclc.org/worldcat/ontology/hasWork 
776 0 8 |i Print version:  |a Palaveev, Philip, 1973-  |t Ensemble practice.  |d Hoboken, N.J. : Wiley, ©2013  |z 9781118137604  |w (DLC) 2012017196 
830 0 |a Bloomberg financial series. 
856 4 0 |u https://ebookcentral.uam.elogim.com/lib/uam-ebooks/detail.action?docID=843644  |z Texto completo 
938 |a Askews and Holts Library Services  |b ASKH  |n AH24246152 
938 |a Coutts Information Services  |b COUT  |n 24020346 
938 |a ebrary  |b EBRY  |n ebr10593199 
938 |a EBSCOhost  |b EBSC  |n 478589 
938 |a Recorded Books, LLC  |b RECE  |n rbeEB00056379 
938 |a YBP Library Services  |b YANK  |n 9600503 
938 |a YBP Library Services  |b YANK  |n 9810116 
938 |a YBP Library Services  |b YANK  |n 12671244 
994 |a 92  |b IZTAP