Building Your Own Piece of the Future – Client Profiling
“You better start swimmin’ or you’ll sink like a stone for the times they are a changin’.” –Bob Dylan Last time we talked about how technology is changing the game for advisors. To sum up, in the future, the traditional cornerstones of your value proposition like investment managemen
Making Business Networking Work for You
“The old adage is wrong,” a professor at my business school would say. “It’s not about who you know; it’s about who knows you.” He would go on to posit that a few deep connections with people who truly know and trust your character can be more valuable than dozens of industry acquaintan
How Advisors Can Go from Good to Outstanding
Being a good financial advisor requires mastery of a wide range of technical skills. Being a great financial advisor requires having skills as a counselor and psychologist. Being an outstanding financial advisor requires developing your skills as a teacher and coach. Here’s why. The job of a finan
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
In a land of giants, advisors give fast-growing First Ascent the top spot—again!
