Empowering Advisor Relationships with AssetMark

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Empowering Advisor Relationships with AssetMark

Deliver a Seamless Client Experience

AssetMark offers a comprehensive suite of services and solutions designed to help financial advisors deliver a seamless client experience. By partnering with AssetMark, advisors gain access to a team of professionals who are equally dedicated to their success and the success of their clients. This collaborative approach ensures that advisors can focus on building and strengthening client relationships while relying on AssetMark's expertise and support.

The AssetMark Advisor Journey

AssetMark's services and solutions are tailored to support advisors through every stage of their journey with the company. From prospecting to onboarding, advice delivery, portfolio construction, monitoring, and ongoing servicing, AssetMark provides key moments, satisfaction drivers, and enabling features to guide advisors in nurturing and enhancing client relationships. By following the AssetMark Advisor Journey, advisors can streamline their processes and deliver exceptional service to their clients at every touchpoint.

Key Moments in the Advisor Relationship Journey

Each stage of the advisor-client relationship journey presents key moments that require attention and focus. During prospecting, advisors need to effectively communicate their value proposition to potential clients. Onboarding involves presenting the process, preparing documents, and funding accounts. When delivering advice, advisors should develop a comprehensive understanding of their client's needs and financial position, followed by presenting a financial plan proposal. Portfolio construction entails preparing model portfolios, adjusting them to meet client needs, and executing the developed portfolio. Monitoring involves quarterly reporting and reassessment triggered by life events or market changes. Ongoing servicing requires addressing technical or financial issues promptly and responding to client inquiries with clear communication.

Consultation and Support

AssetMark recognizes that every advisory practice is unique, which is why they offer personalized consultations to evaluate how their support can enhance client satisfaction in individual businesses. By engaging in consultations with experienced consultants, advisors can gain valuable insights and recommendations on optimizing their client relationships and driving business growth. AssetMark's commitment to empowering advisors through tailored support and guidance underscores their dedication to fostering strong and lasting advisor-client relationships.

Upcoming Events and Education

To further support advisors in their professional development and client engagement efforts, AssetMark hosts a series of informative webinars covering topics such as empowering team members, preparing for the future, and elevating client experiences. These events provide valuable insights, best practices, and industry knowledge to help advisors enhance their skills, optimize their practices, and deliver exceptional service to their clients. By participating in these events, advisors can stay informed about the latest trends and strategies in wealth management, strengthening their expertise and ultimately benefiting their client relationships.

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