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 128 - Four Steps to Marketing in 2019
12 Days of Marketing - Morning Magic
12 Days of Marketing - Daily Focus
12 Days of Marketing - Quarterly Game Plan
12 Days of Marketing - Marketing, Branding & Business Development
12 Days of Marketing - Goal Setting
12 Days of Marketing - Mindset it the Game
12 Days of Marketing - 5 Year Vision
12 Days of Marketing - Business Life Integration
12 Days of Marketing - Evaluate and Benchmark
12 days of Marketing - Plan To Do The Plan
12 Days of Marketing - Why Advisors Fail
12 Days of Marketing - Why Do a Plan?
Ep 127 - Getting Holiday Social with Kaley Lewis
Ep 126 - Being a Category of One with Joe Calloway
Ep 125 - Hosting a Successful Seminar with Mike Thurman
Ep 124 - The Value of Tech Integration with Kristen Schmidt
Ep 123 - Power of the Purse with Lynn Evans
Ep 122 - The Money Personalities with Scott and Bethany Palmer
Ep 121 - How to Merge Your Firms with Jen Goldman
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