You're A Financial Planner; Now What?
Disrupting Portfolio Management with a Flat Fee Business Model
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:46:39
- More information
Informações:
Synopsis
Scott MacKillop, CEO of First Ascent Asset Management, never thought of himself as a disruptor in financial planning until he became one. As a career changer, Scott began working in the investment management space. Several years ago,