Broaden Your Client Base
AssetMark offers a comprehensive suite of tools and expertise to help advisors achieve ambitious growth goals and expand their client base. Through innovative solutions and support, AssetMark empowers advisors to drive growth and reach new heights in their practice.
The AssetMark Advisor Journey
AssetMark's services and solutions are designed to support advisors at every step of their journey with the company. From prospecting to onboarding, advice delivery, portfolio construction, monitoring, and ongoing service, AssetMark provides the necessary tools and resources to enhance client relationships and drive business success.
Prospecting Key Moments
When prospecting for new clients, key moments to focus on include ensuring potential clients discover you and understand your value proposition, converting them into prospects, and ultimately into clients. AssetMark's support and solutions can help advisors navigate these crucial stages efficiently and effectively.
Onboarding Key Moments
During the onboarding process, advisors need to focus on presenting the onboarding process clearly, preparing and signing required documents, and ensuring smooth funding of the client's account. AssetMark's resources can streamline these key moments, making the onboarding experience seamless for both advisors and clients.
Advice Delivery Key Moments
Delivering advice to clients involves understanding their needs, goals, risk tolerance, and financial position, developing a customized financial plan based on this understanding, and presenting the plan proposal. AssetMark's solutions can help advisors deliver personalized and impactful advice to clients at every stage of the process.
Portfolio Construction Key Moments
When constructing portfolios for clients, advisors must focus on preparing model portfolios, customizing them to fit individual client needs, and executing the developed portfolio efficiently. AssetMark's tools and support enable advisors to create well-structured, diversified portfolios that align with client objectives and risk profiles.
Monitoring Key Moments
Monitoring an account's performance involves quarterly reporting, reassessing based on life changes or market events, and addressing client concerns during market volatility. AssetMark's solutions provide advisors with the necessary data and insights to efficiently monitor and manage client portfolios, ensuring optimal performance and risk management.
Servicing Key Moments
Providing ongoing service to clients includes addressing technical or financial issues, resolving client queries about bills or statements, and ensuring seamless access to portfolio information. AssetMark's support services help advisors deliver exceptional client service, building trust and loyalty for long-term client relationships.
Consultation for Tailored Support
AssetMark recognizes that every firm is unique, and offers consultations with experienced consultants to evaluate how their support services can enhance client satisfaction and drive business growth. By understanding the specific needs and goals of each advisor, AssetMark delivers tailored solutions that align with individual practice objectives and client expectations.