Announcing Our New Master Class Program
August 29, 2017 |
We are very excited to announce the launch of our new Master Class program. It is a monthly webinar series designed to give you access to industry experts who can help you: Run your business more efficiently Grow your business more effectively Add more value to your client relationships Position you
Scott's Column
URP
August 22, 2017 |
Make no mistake about it. We’re definitely in the weeds now. We’ve been talking about how to write a good script, and hopefully you’re not afraid to get personal. Maybe you know the direction you want to go. Maybe you even have a few ideas jotted down. This month we’re going discuss how to b
StoryTellers
Maintaining the Magic
August 15, 2017 |
Forty-five years ago I had the best meal of my life in a restaurant called Taillevent. I had just graduated from college and was traveling through Europe looking for adventure. I linked up with my father in Paris, and he suggested that we have dinner at Taillevent. I don’t remember what I ate that
Scott's Column
Chasing Yield (Off a Cliff?)
August 8, 2017 |
It is not uncommon for advisors or their clients to ask about creating a certain level of yield in a portfolio, saying something like “I need a portfolio that yields 4% or 5% as that is what I plan to withdraw.” It is also not uncommon to see investment strategies tailored to these requests. Aft
Investment Management
Explaining Third-Party Asset Managers to Clients
August 1, 2017 |
Maybe you’re thinking about outsourcing to a third-party portfolio manager, but you’re not sure how to explain it to your clients. Actually, we get that a lot here at First Ascent. So, I surveyed a group of advisors who work with First Ascent to get their feedback. The consensus was that advisor
Business Builders