August 4, 2014 | Financial Advisor
What a fine French restaurant can teach us about serving clients.
August 4, 2014 | Financial Advisor
What a fine French restaurant can teach us about serving clients.
The streamlined process will increase operational efficiency, decrease time to account opening, and allows First Ascent to continue providing white-glove service to its advisors and their clients.
Featuring Scott MacKillop, CEO of First Ascent Asset Management, with Robert Huebscher