Empowering Financial Advisors: Strengthening Client Relationships with AssetMark

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Empowering Financial Advisors: Strengthening Client Relationships with AssetMark

Deliver a Seamless Client Experience

Working with AssetMark means gaining a team of professionals that care just as much about your and your client’s success as you do. AssetMark offers services and solutions that can support your client relationships at every step of your journey with them. By partnering with AssetMark, financial advisors can enhance the client experience and focus on delivering exceptional service.

The AssetMark Advisor Journey

AssetMark's services and solutions are designed to assist financial advisors in building and nurturing strong client relationships through various key moments in the advisor journey. From prospecting to onboarding, advice delivery to portfolio construction, monitoring, and ongoing servicing, AssetMark provides enabling features and satisfaction drivers to ensure a seamless and satisfying client experience at every touchpoint.

Prospecting

During the prospecting phase, AssetMark emphasizes key moments such as a potential client discovering the advisor and learning about their value proposition, transitioning to becoming a prospect, and eventually converting into a client. AssetMark helps advisors craft compelling value propositions and nurturing relationships to convert prospects into loyal clients.

Onboarding

AssetMark recognizes the importance of onboarding new clients smoothly. Advisors can rely on AssetMark's support in presenting the onboarding process, preparing and signing necessary documents, and facilitating the funding of accounts. By streamlining the onboarding process, advisors can ensure a positive first experience for new clients.

Advice Delivery

When it comes to delivering advice, AssetMark focuses on understanding the client's needs, goals, risk tolerance, and financial position to develop a comprehensive financial plan. Advisors can leverage AssetMark's resources to present financial plan proposals effectively, ensuring that clients have a clear roadmap towards their financial objectives.

Portfolio Construction

AssetMark provides support in portfolio construction by preparing model portfolios tailored to common investor profiles. Advisors can customize these portfolios to meet the unique needs of their clients, ensuring that investment strategies align with individual goals and risk tolerance. AssetMark enables advisors to execute and monitor portfolios with precision.

Monitoring

Monitoring client accounts is crucial for maintaining a proactive approach to financial management. AssetMark empowers advisors with tools for quarterly reporting, triggers for reassessment based on life changes or market events, and insights into managing market volatility. By staying vigilant and informed, advisors can uphold performance standards and address client concerns promptly.

Servicing

Providing ongoing service is key to retaining clients and fostering long-term relationships. AssetMark assists advisors in resolving technical or financial issues that clients may encounter, as well as addressing inquiries about bills or statements. By offering prompt and personalized service, advisors can strengthen client trust and loyalty over time.

Upcoming Events

AssetMark hosts webinars and events to empower financial advisors with industry insights, best practices, and strategies for business growth. From talent management to future-proofing your business, these events provide valuable opportunities for advisors to enhance their skills and stay ahead in a competitive market.

About AssetMark

AssetMark is dedicated to providing wealth management and technology solutions that align with the needs of financial advisors and their clients. As a registered investment adviser with the SEC, AssetMark upholds industry standards and offers reliable services to support advisor success. By partnering with AssetMark, financial professionals can access a range of resources and expertise to drive client satisfaction and business growth.

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Empowering Financial Advisors with AssetMark: Comprehensive Wealth Management Solutions

Optimizing Practice and Client Support

AssetMark provides financial advisors with a comprehensive suite of wealth management and technology solutions to enhance their practices and better serve their clients. By offering a range of resources tailored to help advisors optimize their businesses, AssetMark enables them to build ideal business models that align with their clients' financial goals. These resources cover various aspects such as practice management, client experience, wealth management, marketing, and technology, providing a holistic approach to financial advisory services.

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