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Episode 9: Running an Efficient Ensemble using Technology

Road to Ensemble

Release Date: 09/14/2023

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Road to Ensemble

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Episode 1: Defining Ensemble Vision & Mission show art Episode 1: Defining Ensemble Vision & Mission

Road to Ensemble

Kirk Hulett and Jeff Sietstra of Business Coaching & Consulting discuss the definition and vision of an Ensemble, and explore its structure, pros and cons, and the first steps for building a successful foundation for an Ensemble. 

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Episode 2: Defining Ensemble Ideal Client & Value Promise show art Episode 2: Defining Ensemble Ideal Client & Value Promise

Road to Ensemble

Kirk Hulett and Chris Kirby of Business Coaching & Consulting talk about identifying an Ensemble’s ideal client profile and formulating a value promise attractive to those ideal clients, as well as creating an effective service menu. 

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Episode 3: Building Ensemble Brand Equity & Value show art Episode 3: Building Ensemble Brand Equity & Value

Road to Ensemble

Kirk Hulett and Charlie Dinnel of Business Coaching & Consulting investigate building the Ensemble’s brand value. Topics include performing a preliminary brand analysis, community involvement, and crafting a branding process and brand standards. 

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Episode 4: Addressing Ensemble Client Ownership show art Episode 4: Addressing Ensemble Client Ownership

Road to Ensemble

Kirk Hulett and Roger Verboon of Business Coaching & Consulting explore the issue of addressing client ownership in an Ensemble. They address crucial areas like converting a practice’s clientele to firm ownership and how to approach compensation. 

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Episode 5: Ensemble Affiliation & Exit Agreements show art Episode 5: Ensemble Affiliation & Exit Agreements

Road to Ensemble

Kirk Hulett of Business Coaching & Consulting and Todd Fulks from Succession & Acquisition Consulting look at protecting the Ensemble’s client ownership through several critical agreements and documents, such as affiliation and exit agreements. 

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Episode 6: Determining Partnership Equity & Compensation show art Episode 6: Determining Partnership Equity & Compensation

Road to Ensemble

Kirk Hulett and Jeff Sietstra of Business Coaching & Consulting discuss the complexities of determining partnership equity and compensation, including partner contributions to the Ensemble, compensation structures, and calculating equity splits. 

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Episode 7: Leading & Managing an Ensemble show art Episode 7: Leading & Managing an Ensemble

Road to Ensemble

Kirk Hulett and Alan Cole of Business Coaching & Consulting navigate the challenges of leading and managing an Ensemble. They look at self-assessment for leaders, building leadership skills, and how to communicate effectively within the Ensemble. 

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Episode 8: Capitalizing on Human Capital for an Ensemble show art Episode 8: Capitalizing on Human Capital for an Ensemble

Road to Ensemble

Kirk Hulett and Alan Cole of Business Coaching & Consulting focus on HR tactics for Ensembles. They talk about how best to build a suitable framework and process for addressing people structure needs and finding best-fit candidates for every role. 

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Episode 9: Running an Efficient Ensemble using Technology show art Episode 9: Running an Efficient Ensemble using Technology

Road to Ensemble

Jeff Sietstra of Business Coaching & Consulting and Mark Matheny of Technology Solutions Consulting discuss efficiently running an Ensemble through appropriate tech. They consider proper use of CRMs, calendars, file sharing, and cyber security. 

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More Episodes

Jeff Sietstra of Business Coaching & Consulting and Mark Matheny of Technology Solutions Consulting discuss efficiently running an Ensemble through appropriate tech. They consider proper use of CRMs, calendars, file sharing, and cyber security.