Teams have replaced solo advisors as the organizational foundation of the most successful advisory firms. However, the financial advisory industry has yet to clearly define the path from a successful solo practice to a mature and thriving team-based firm.

Advisors need the right tools at hand—and the knowledge required to wield them effectively—to build and grow their practices into successful and sustainable ensemble firms. This is where we step in.

The Ensemble Practice provides consulting programs in key practice management areas that address the complexity of building multidimensional firms, from organizational structure and technology to succession planning and competitive positioning.