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

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

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?