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!Related: TAMP Users: Watch Out for This Fiduciary Landmine
Links: Scott MacKillop LinkedIn
| First Ascent Asset Management
| First Ascent Knowledge Centre