You're A Financial Planner; Now What?
Disrupting Portfolio Management with a Flat Fee Business Model
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:46:39
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Sinopse
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,