Our host, Matt Halloran, is continuously looking to bring on guests who offer something unique and different that you can apply to your own practice to stand out from the advisor down the street.
Joining Matt today is industry veteran Scott MacKillop to discuss his revolutionary business, First Ascent Asset Management. Here are just a few of First Ascent's unique offerings for advisors:
1. The industry's first flat-fee asset management services.
2. Elegantly simple portfolios that focus on being broadly diversified with few holdings and infrequent trades.
3. An entirely virtual experience, which keeps costs down and customer service up!
If you're ready to provide a high quality service that will lower your costs and the costs to your clients, be sure to listen in today with Scott and Matt!
Links: Scott MacKillop LinkedIn | First Ascent Asset Management | First Ascent Knowledge Centre
Episode 213 - How to Develop Your Executive Presence — With Steve Kosch
Episode 212 - PR Strategies That Get Advisors the Most Attention — With Warren Weeks
Episode 211 - Business Tips for a Dialed-In and Successful 2020
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12 Days of Marketing - Episode 11 — Best Practices for Showcasing Your Expertise on Social Media
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12 Days of Marketing - Episode 9 — 9 Ways to Become a Good Podcast Guest
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12 Days of Marketing - Episode 7 — 7 Ways of Self-Marketing for Advisors
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12 Days of Marketing - Episode 5 — How to Think of In-Demand Podcast Topics Now
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12 Days of Marketing - Episode 3 — 9 Best Practices for Building Your Marketing Team
12 Days of Marketing - Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process
12 Days of Marketing - Episode 1 — 1 New Marketing Strategy: Micro-Influencer
Episode 210 - Make Your Story The Message with Chris Smith
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Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 2
Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 1
Episode 209: How to Become a Great Podcaster— With Tim Wohlberg
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