Welcome to “The Summit,” the official First Ascent blog.

If you’re looking for ways to build your practice, investment insights, or advice on how to communicate more effectively with clients and potential clients, then you’ve come to the right place.


Last month, I revealed that one secret to making a good video for your practice is writing a script. I also made the point that writing a script has a bonus benefit of distilling your message and making it sharper. This month, I’d like to share a little more about how that happens.  It all … Read More


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 done video … Read More


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. Our adoption of flat fees does … Read More

Scott's Column

The Importance of Saving-Investor Education Series

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 saved is a penny … Read More

Investment Management