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 148 - The Compounding Impact of Marketing to Women with Podcasts: How to Maximize Your ROI Featuring Adri Miller-Heckman
Episode 147 - Tips to Creating Your Marketing Calendar with Kaley Lewis
Episode 146 - Creating Your Story Brand with Amy Huth
Episode 145 - Flourish Financially with Kathy Longo
Episode 144 - Social Media Changes of 2019 with Julia Ritchie
Episode 143 – The Taylor Method with Eszylfie Taylor
Ep 142 - The Intersection of Leadership, Character, and Ethos with Dr Sean Hannah
Episode 141 - Marketing as an OSJ with Craig Snyder
Episode 140 - Business Marketing Strategy with Diederik Heinink
Episode 139 - Becoming a Great Host with Celeste Headlee
Episode 138 - Revolutionizing Recruiting with Amir Bormand
Episode 137 - 2019 Marketing Trends with Luke Acree
Episode 136 - The Man Behind the Voice with Aric Johnson
Episode 135 - The Value of Vision with Karen Coyne
Episode 134 - Building a Successful Partnership with Marci Bair & Victor Orozco
Episode 133 - Professional Style with Rich Mbariket
Episode 132 - Lifestyle Marketing with Eric Gaddy
Ep 130 - Social Media Methodology with Ian Moyse
Episode 129 - The Freedom Practice with Craig Hersch
Join Podbean Ads Marketplace and connect with engaged listeners.
Advertise Today
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Right About Now with Ryan Alford
The Marketing Secrets Show
The Agile Brand™ with Greg Kihlstrom
B2B Agility™ with Greg Kihlström
AI Explored