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.


The third reason why going it alone is a bad idea. The budget is one of the most common concerns when it comes to a video for your practice. Video done well is expensive. In an attempt to cut costs, it can be tempting to use your webcam to shoot your own video. It’s so … Read More


The annual tsunami of prognostications about how the stock market and the economy will perform in 2018 was beginning to slow to a trickle, thankfully. Then the stock market had a major hiccup and the punditry scrambled back to its soap boxes to give us another dose. Their explanations about why the market took a sudden … Read More

Scott's Column

“Pain is temporary. It may last a minute, or an hour, or a day, or a year, but eventually it will subside and something else will take its place. If I quit, however, it lasts forever.”  Lance Armstrong It finally arrived. We knew it was coming at some point, but as usual we didn’t know … Read More

Investment Management

Ask Yourself These 3 Questions to Find Out We offer outsourced investment management with a high level of service that we believe is worth far more than our low, flat fee. But even so, outsourcing might not be for everyone. When advisors who haven’t outsourced before contact us, we talk a lot about the advantages … Read More

Business Builders

The second reason why going it alone is a bad idea. I once had a client tell me that his niece could shoot a video on her iPhone after I gave him a quote for some video work.  And he was right. Your phone can produce better images than a lot of digital video cameras … Read More


This is the time of year when the gurus share their predictions and prognostications for the coming year. It is also the time of year when the media reports on how poorly the gurus fared in predicting and prognosticating about the events of the past year. The story is the same every year. As a … Read More

Scott's Column

It’s all over the headlines. The value is going crazy and everyone is wondering about it.  Bitcoin alone has gone from roughly $1,000 at the beginning of the year to $19,000.  A meteoric rise. Bitcoin’s success has spawned other “cryptoassets.”  You can now buy Ethereum, Litecoin, or any of 1,000 other cryptocoins.  Together they have … Read More

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