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.


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

Investment Management | , , , ,

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

Scott's Column | , , ,