Unlocking Growth Potential
AssetMark offers a comprehensive suite of investment management services designed to empower advisors to scale their practices aggressively. By leveraging sophisticated investment strategies, innovative tools, and extensive research, advisors can attract new clients, deliver enhanced value, and drive growth like never before. AssetMark's tailored third-party support ensures that advisors have access to a diverse range of service offerings, enabling them to stand out in a competitive market.
The Advisor Journey with AssetMark
The AssetMark Advisor Journey is a roadmap that outlines how AssetMark's services and solutions can support advisors' client relationships at every stage. From prospecting to onboarding, advice delivery to portfolio construction, monitoring to servicing, AssetMark provides key moments, satisfaction drivers, and enabling features that guide advisors towards success in managing their clients' wealth effectively.
Key Moments in the Advisor Journey
AssetMark highlights key moments in the advisor journey, starting with prospecting where advisors focus on attracting potential clients and converting them into prospects and eventually clients. Onboarding involves presenting the onboarding process, preparing documents, and funding accounts. Advice delivery focuses on understanding clients' needs, creating financial plans, and presenting proposals. Portfolio construction includes developing model portfolios, customizing for client needs, and executing. Monitoring entails quarterly reporting, reassessing accounts based on life events or market changes, and addressing market volatility. Servicing involves handling technical or financial issues promptly and addressing client inquiries, ensuring seamless ongoing service.
Supporting Advisor Success
To further enhance advisor success, AssetMark offers ongoing support through consultations with experienced consultants. By customizing solutions based on each firm's unique needs, AssetMark empowers advisors to drive client satisfaction and business growth effectively. Advisors can engage in upcoming events such as webinars that cover topics like team empowerment, future readiness, and elevating client experiences, gaining valuable insights to streamline their operations and enhance client interactions.