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.

 

We recently came across a blog post that Jason Zweig of the Wall Street Journal wrote about 19 questions clients should ask their advisor. As I read through the article, it seems to me that the one concern driving many of the questions is: How do I know I can place my trust in you? … Read More

Business Builders

Do you want to differentiate your firm from the competition, while adding value to your client relationships?  Focus attention on an area that is ignored by most advisors: client profiling. Because few advisors even think of this as an area where they might add value, it presents you with a great opportunity to stand out … Read More

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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 | , , ,