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.


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

Scott's Column | , , ,

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 | , ,