Tuning Out the Noise in Investing
October 31, 2017 |
I was reading a post in the Fat Pitch blog this morning by Urban Carmel and he found a fantastic chart on the perpetual doom and gloom prognostications of market commentators. Source: Fat Pitch These quotes come from commentary and outlook written by experienced money managers, all indicating that t
October 24, 2017 |
The process of editing can be described in four stages: writing, critiquing, rewriting, repeat. You’ll do this until you end up with a script that is concise in its message, complete in its handling of that message. In short, only as long as it needs to be and not a second longer. Hopefully, you
The Benefits of Outsourcing: Part 2
October 17, 2017 |
Last month, we looked at how outsourcing the investment management can help reduce overhead costs and help you build credibility in your investment offering. This month, we’re going to look at how outsourcing can help you buy back a part of your day so you can focus on the parts of your job that t
5 Key Trends from the Disrupt | Advice Conference
October 10, 2017 |
Last month I had the pleasure of participating in the inaugural Disrupt|Advice conference hosted by SourceMedia in New York. Described as the first conference that’s laser-focused on all the ways the financial advice business is changing, the event brought together many industry thought leaders
October 3, 2017 |
Lately, we’ve been thinking that maybe our $500 flat-fee pricing model is a bit of a spotlight hog. Please don’t get us wrong. We are thrilled to be able to offer a low, flat fee. We believe strongly that our pricing model serves our advisors and their clients well. It allows us to fit more
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!
