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
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Episode 187 - Client Insights With Julie Littlechild
Episode 186 - Building External Relationships and Growing your Business - With Matt McGowan
Episode 185— 14 Rules of Advisor Marketing Success
Episode 184 - A Guide to Success and Enjoyment for Investment Advisors — With Bob DiMeo
Episode 183 — Enhancing Your Business With the Psychology Behind People — with Genevieve Thayer
Episode 182 — How to Secure Solid Introductions — Referrals Mini-Series Part 3
Episode 181 — How to ask for Referrals without Begging — Referrals Mini-Series Part 2
Episode 180 — How to get Referrals Without Asking — Referrals Mini-Series Part 1
Episode 179 — The Power of Podcast Marketing — with Ben Jones
Episode 178 - Show Your Clients How to RetireReady — With Ed Dressel
Episode 177 - 7 Steps for Strategic Risk-Taking — with Craig Hersch
Episode 176 - Uncork Your Productivity: Part 2 — With Patty Kreamer and Michelle Donovan
Episode 175 - Uncork Your Productivity: Part 1 — With Patty Kreamer and Michelle Donovan
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Episode 171 - Start Interrupting Your Patterns — With Jon Dwoskin
Episode 170 - #BeYourOwnLoud
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