The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
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The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
Philip Palaveev on G2 Leadership and the Future of Advisory Firms
The Trusted Adviser
44 minutes 41 seconds
3 months ago
Philip Palaveev on G2 Leadership and the Future of Advisory Firms
What does it take to grow a financial planning firm beyond the founder? In this episode of The Trusted Adviser, Rob Pyne speaks with Philip Palaveev, CEO of The Ensemble Practice, about what it really means to lead a team-based advice business.
Philip unpacks why leadership is more burden than privilege, how to shift from founder-led to team-driven models, and what it takes to embed vision and trust into culture.
👉 Listen as Philip shares:
Why the best leaders stop seeking personal validation and start coaching others
How to make the leap from individual to team performance
The difference between ownership, leadership and management — and why titles don’t define influence
This conversation is a masterclass in next-generation leadership, succession planning, and building a firm that outlasts any one person.
The Trusted Adviser
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
