Comprehensive Support for Financial Advisors
AssetMark offers a different kind of service that goes beyond traditional vendor relationships. Their commitment to quality service ensures that financial advisors receive expert support in various areas. From business consulting to technical support, AssetMark provides a team of experienced professionals, including business management consultants, investment specialists, and retirement services consultants, all dedicated to the success of financial advisors. This team works seamlessly with field professionals and service support teams to deliver personalized and scalable services whenever needed.
Business Consulting Services
Financial advisors are not just advisors; they are also business owners. AssetMark's business consultants offer valuable insights and knowledge to help optimize business processes, reduce administrative burdens, and enhance service offerings. Advisors can take advantage of the Business Assessment Tool, which gathers information about the advisor's business, team structure, services, and goals. This tool helps establish benchmarks, identify opportunities or risks, and create a strategic improvement plan with key performance indicators. Working with a business consultant, advisors can access the necessary tools, resources, and support to implement the action plan effectively.
Comprehensive Solutions and Services
AssetMark's solutions and services cater to a wide range of needs for financial advisors. Whether advisors want to adopt technology, save time and resources, strengthen client relationships, scale their practice, become an RIA, or focus on finance planning and investor administration, AssetMark provides the necessary tools and support. With digital services, investment management, transition support, retirement services for businesses, and RIA services, financial advisors can streamline their operations, optimize processes, and enhance the services they offer to clients.