Enhancing Client Focus
As a financial advisor, your primary focus should be on providing value-added services to your clients, not on administrative tasks. AssetMark offers back-office support on demand, allowing you to dedicate more time to your clients while they handle administrative duties. By outsourcing tasks to AssetMark, advisors have reported saving approximately 11 hours per week, enabling them to enhance their client relationships and experience significant growth in assets.
Strategic Business Transformation
When you partner with AssetMark, you're aligning yourself with a team that is committed to transforming your advisory business. They analyze your operations to identify areas for efficiency improvements and provide you with the tools and knowledge necessary to streamline your processes. From marketing strategies to practice management, AssetMark offers personalized guidance that empowers you to focus on your clients while they take care of the rest.
Outsourcing Success for Newer Practices
For newer advisory practices looking to establish themselves, outsourcing investment management to experts like AssetMark can be a game-changer. Time and resources are often limited in the early stages of a practice, making it crucial to prioritize client-facing activities over backend operations. By outsourcing to AssetMark, advisors have seen a significant impact on their client relationships, with 89% reporting that outsourcing improved their overall client experience.
Innovative Solutions for Growth
AssetMark offers a range of solutions and services designed to help advisors adopt technology, save time and resources, strengthen client relationships, scale their practices aggressively, and even transition to becoming registered investment advisors. Through digital tools, sales and service support, investment management solutions, retirement services, and comprehensive RIA services, AssetMark empowers advisors to navigate the complexities of wealth management effectively.