Marketing Matters
Why is marketing important? It allows you to share your value proposition, build a brand that speaks to your ideal clients, and offer an experience that builds lasting loyalty with existing clients.
Planning
It All Begins With a Plan
Think of marketing as your value proposition amplified. Your value proposition clearly states what you do, for whom, why you do it, and how. It’s important that you create and control your own story. A marketing plan is the tool that allows you to lean into your value proposition and bring it to life for prospects and clients.
Resources to Help You Bring Your Marketing Plan to Life
Smart, Simple Marketing Plan Guide
Use this resource to help you organize your strategy, campaigns, and activities into your own simple, smart marketing plan.
12-Month Marketing Plan
Use this planner to track marketing activities by campaign and month.
12-Month Marketing Calendar
Use this worksheet to help you plan, customize, and organize marketing campaigns.
Resources to Help You Connect
Ideas for Client Engagement Activities that Connect
Build relationships, drive awareness of services, and support business growth through engaging client appreciation events and gifts.
Ideal Client Profile Worksheet
Think about your top 10 clients. What are their qualities and attributes? Consolidating the qualities of your top clients in one place will help you to better understand the ideal client for your firm.
Engage with Centers of Influence
Deepen your relationships with your COI’s by developing a communication plan to keep in contact with them over time.
How We Help
Solutions
Curated investment options, diversified by both asset class and investment approach, featuring world-class managers, and backed by AssetMark’s thorough due diligence process. Let us help you choose what’s best for your book of business.
Service
Dedicated practice management, sales, and investment consulting teams that champion you, your practice, and your vision. Let us help your business effectively navigate today’s economic and market environment… and position it for tomorrow.
Support
An open architecture platform that keeps you in charge, supported by innovative technologies, expertise, and personalized guidance. Let us help can take your business to the next level and beyond.
Why AssetMark
Personalized Service and Consulting
You tailor advice to your client’s unique needs; AssetMark will do the same for you. Whatever obstacles you face in establishing your business—whether that’s spending less time on processes and more on your clients, performing portfolio research, or adopting the right technology for success—we’ll assess what gaps exist in your business, identify the path forward, and stick with you until you achieve your goals.
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