Behind The Advisor
Ep #91: Disrupting the TAMP marketplace with a flat-fee offering - An interview with Scott MacKillop of First Ascent Asset Management
15 Mar 2017
Scott and First Ascent are blowing up industry norms on the asset management side of financial planning, freeing the firm from the legacy data that holds others back. Scott talks about what pushed him to start his own firm after helping get several other small firms off the ground. He shares his thought process about the flat-fee model that First Ascent uses and why there's less incentive today to use an AUM fee structure. We also dig how technology is streamlining so much of the back office work in financial planning. Since Scott's firm can outsource much of the administrative work, they have more time to focus on excellent client service. You can find show notes and more information by clicking here: www.xyplanningnetwork.com/91
No persons identified in this episode.
This episode hasn't been transcribed yet
Help us prioritize this episode for transcription by upvoting it.
Popular episodes get transcribed faster
Other recent transcribed episodes
Transcribed and ready to explore now
3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE
01 Jan 1970
El Partidazo de COPE
Buchladen: Tipps für Weihnachten
20 Dec 2025
eat.READ.sleep. Bücher für dich
BOJ alza 25pb decennale sopra 2%, Oracle vola con accordo Tik Tok, 90 mld eurobond per Ucraina | Morning Finance
19 Dec 2025
Black Box - La scatola nera della finanza
365. The BEST advice for managing ADHD in your 20s ft. Chris Wang
19 Dec 2025
The Psychology of your 20s
LVST 19 de diciembre de 2025
19 Dec 2025
La Venganza Será Terrible (oficial)
Cuando la Ciencia Ficción Explicó el Mundo que Hoy Vivimos
19 Dec 2025
El Podcast de Marc Vidal