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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Brandon Odell
Partner at The Ensemble Practice LLC

Profile

Brandon Odell is dedicated to the strategy development and growth planning of multi-professional financial advisory firms. Brandon is a Partner at The Ensemble Practice LLC, a business management consulting firm that defines the evolution of growing a multi-professional advisory practice and the leading business management-consulting firm for the financial services industry. He focuses on assisting financial advisors grow their business to manage capacity and maximize sustainable and transferable value. Mr. Odell leads the Ensemble Practice Institute - a progressive management program for growing ensembles. Brandon also contributes his research expertise to ongoing efforts to benchmark the growth of the industry, including participating in the leading advisor compensation and staffing study, which Ensemble conducts in partnership with InvestmentNews. Mr. Odell has spent the past 15 years working directly with financial industry clients including independent advisors, broker dealers and solution providers, focusing on strategic planning, equity management, organization design, human capital and compensation. Previously, Mr. Odell was a senior consultant and vice president at Envestnet Tamarac, where he delivered practice management consulting and led the team for advisory services. Prior to that, as a senior analyst at Moss Adams Business Consulting, he worked with many firms on practice management issues and concentrated on industry research and analysis. Brandon is also known for his industry research papers and articles. He is a frequent speaker at industry conferences and contributes to industry blogs. Brandon is a CFA® charterholder and has an MBA from Thunderbird, School of International Management. He lives near Seattle, WA with his wife and three children.

Agenda Sessions

  • Talent Management Panel

    11:00am

Speakers at this event