The Easy Way or the Better Way
May 30, 2017 |
The secret to making a good video for your practice. So, you’re thinking about making a video for your practice. Well, good news. You’re on the right track. Video is one of the best ways to boost conversions and improve client engagement. But all videos are not created equal. In fact, a poorly d
May 23, 2017 |
We Are Exuberantly Rational As you know, First Ascent provides portfolio management services to financial advisors for a flat fee of $500 regardless of account size. Recent discussions of different fee structures in the press present the issue as though there is a right and a wrong fee structure.
May 16, 2017 |
Fees are a primary consideration here at First Ascent. You’ve probably heard of our flat portfolio management fee, which is the first of its kind that we know of. Beyond that, we are always focused on managing the transaction costs and internal expenses of our portfolios. While we believe a penny
4 Things Clients (Really) Need in Their Advisor
May 9, 2017 |
What do clients really need from you? Do they need your alpha potential, your superior stock-picking skills, or your heavy-lifting on fund strategies? Maybe. And certainly, no client is going to complain when you beat the market (as long as you can do it again). But there may be some things you can
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