Philip Palaveev on G2 Leadership and the Future of Advisory Firms episode artwork

EPISODE · Jul 17, 2025 · 44 MIN

Philip Palaveev on G2 Leadership and the Future of Advisory Firms

from The Trusted Adviser · host Rob Pyne

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.

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Philip Palaveev on G2 Leadership and the Future of Advisory Firms

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