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
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
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
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
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
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
In a land of giants, advisors give fast-growing First Ascent the top spot—again!
