The independent advisory industry is on the cusp of a monumental change, and Philip Palaveev lays out in this book the essential elements to ensure that your firm is one of the survivors in the new era coming to the RIA landscape. Whether you are a firm founder or a rising leader, G2: Building the Next Generation lays out the path to create a transformational firm that empowers both generations.
Tim Chase, CEO, WMS Partners LLC
With this book, Philip Palaveev provides a roadmap for advisory firms to address the most challenging issue in our business today: attracting, developing, engaging and retaining the next generation of leaders. G2 is a thorough analysis of all the issues we encounter in developing the next generation of leaders, but what makes it so valuable are the stories and practical strategies that can be applied in our business today to help meet that challenge. Philip's previous book, The Ensemble Practice, provided a detailed look at the team based approach to building a successful advisory business. G2 is a natural extension of that effort and a must read for anyone with an interest in the future of the advisory industry.
Stephen Stelljes, President of Client Services and G2 Leader, The Colony Group LLC
G2: Building the Next Generation completely captures the experience of G2 advisory firm owners. From the challenges we face emerging from the shadows of the founding partners to the opportunities that abound to grow the firm and add our mark to its footprint, this book covers the gamut. As a G2 firm owner myself, Philip clearly demonstrates his understanding of a firm's development at this stage, providing perspective and tangible action steps for G2 leaders to rise to the occasion and add real value to the firm's long-term growth. It's a must read for both founding partners and G2 professionals alike as firms take the next step of growing past their founders to achieve a lasting level of success.
Susan Mitcheltree, Principle & Equity Partner and a G2 Leader, Berman McAleer
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