January 18, 2019 | WealthManagement.com
Advisors, beware of vendors offering “soft” practice management services that are meant to help your business more than your clients. The SEC is watching.
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