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. Every week we post something new that we’ve discovered or share an idea that we find interesting. We hope you will, too.


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 and pioneers including folks like Joe Duran (United Capital), Alan Moore … Read More

Investment Management | , , ,

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 … Read More

Business Builders | ,

Let’s get this out of the way. The most common question about videos is, “How long should it be?” The real answer is, “As long as it needs to be and not a second longer.” But that’s not helpful, so here are a few guidelines. For a web-based video, your target length should be 2-3 … Read More

StoryTellers | , ,

Outsourcing of the investment management function by financial advisors has grown dramatically since its beginnings in the late 1980s. Depending on which studies you reference, somewhere between 25% to 50% of all advisors outsource some or all their investment management functions. That number is definitely growing, and for good reason in our opinion. We believe … Read More

Scott's Column | , ,

Being a good financial advisor requires mastery of a wide range of technical skills. Being a great financial advisor requires having skills as a counselor and psychologist. Being an outstanding financial advisor requires developing your skills as a teacher and coach. Here’s why. The job of a financial advisor is to help each client get … Read More

Business Builders | , ,

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 yourself for success as our … Read More

Scott's Column

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 bring … Read More