• From Music Loving Burrow Boy to Mountain Adventures and Model Portfolios - A Life Well Lived

  • 2025/03/16
  • 再生時間: 43 分
  • ポッドキャスト

From Music Loving Burrow Boy to Mountain Adventures and Model Portfolios - A Life Well Lived

  • サマリー

  • Join our Hosts, Johnny “Guitar” Morgan, Founder and Managing Member at Connected Consultants, LLC and Scotty “Kick Drum” Stathis, Founder and Managing Partner at Stathis Partners, LLC for their 4th episode of the Jammin & Plannin Podcast as they introduce their 3rd Guest Star to the show.

    Introducing Scott “Flat-Fee OG” MacKillop, Founder and former CEO at First Ascent Asset Management. The first ever Flat-Fee TAMP platform which recently merged with GeoWealth.

    Scott is a financial services veteran who grew up in the San Francisco Bay Area where he discovered his love for rock & roll music and very tall mountains.

    Key Topics in this Episode:

    • How the British Music Invasion played a major role in Scott’s love of playing rock & roll music.
    • Jerry Garcia’s first job?
    • A Burrow Boy was born!
    • Christmas Party turned Bad Santa!
    • You want to start a Flat-Fee TAMP? Why on earth would you want to do that? It’s never been done before! That’s Crazy. Or is it?
    • The 2 Most Valuable Lessons Scott learned from starting and growing the first ever flat-fee TAMP.
    • The Power of being just 10% different.
    • One thing your work colleagues wouldn’t know about you?
    • Scott's solo guitar performance of Born to Love by the great Ray LaMontagne!

    And much more..

    Come Join The Fun!!

    Connect with John Morgan on LinkedIn: https://www.linkedin.com/in/johnmorganconnectedconsultants/

    Connect with Scott Stathis on LinkedIn: https://www.linkedin.com/in/scottstathis/

    Connect with Scott MacKillop on LinkedIn: https://www.linkedin.com/in/scott-mackillop?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

    Join our Jammin & Plannin Podcast Group on LinkedIn where we are building a fun community of like-minded professionals who enjoy good vibes, great music, delicious food, and more! https://www.linkedin.com/groups/13049013/

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あらすじ・解説

Join our Hosts, Johnny “Guitar” Morgan, Founder and Managing Member at Connected Consultants, LLC and Scotty “Kick Drum” Stathis, Founder and Managing Partner at Stathis Partners, LLC for their 4th episode of the Jammin & Plannin Podcast as they introduce their 3rd Guest Star to the show.

Introducing Scott “Flat-Fee OG” MacKillop, Founder and former CEO at First Ascent Asset Management. The first ever Flat-Fee TAMP platform which recently merged with GeoWealth.

Scott is a financial services veteran who grew up in the San Francisco Bay Area where he discovered his love for rock & roll music and very tall mountains.

Key Topics in this Episode:

  • How the British Music Invasion played a major role in Scott’s love of playing rock & roll music.
  • Jerry Garcia’s first job?
  • A Burrow Boy was born!
  • Christmas Party turned Bad Santa!
  • You want to start a Flat-Fee TAMP? Why on earth would you want to do that? It’s never been done before! That’s Crazy. Or is it?
  • The 2 Most Valuable Lessons Scott learned from starting and growing the first ever flat-fee TAMP.
  • The Power of being just 10% different.
  • One thing your work colleagues wouldn’t know about you?
  • Scott's solo guitar performance of Born to Love by the great Ray LaMontagne!

And much more..

Come Join The Fun!!

Connect with John Morgan on LinkedIn: https://www.linkedin.com/in/johnmorganconnectedconsultants/

Connect with Scott Stathis on LinkedIn: https://www.linkedin.com/in/scottstathis/

Connect with Scott MacKillop on LinkedIn: https://www.linkedin.com/in/scott-mackillop?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

Join our Jammin & Plannin Podcast Group on LinkedIn where we are building a fun community of like-minded professionals who enjoy good vibes, great music, delicious food, and more! https://www.linkedin.com/groups/13049013/

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