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    Dana Burkhardt

    Vice President and Head of Business Consulting | AssetMark

    Practice Management
    January 6, 2026

    Beyond Resolutions – How to Improve Your Practice in 2026

    “You don’t look like your goals; you look like your habits.” I don’t know who said that first, but it stopped me cold when I heard it the first time. I think about it every...
    Business Planning
    November 7, 2025

    Build a Truly Multi-Generational Advisory Firm—Or Risk Being Left Behind

    I recently had the pleasure of presenting to some of AssetMark’s best advisors at the Platinum Summit event. During this session, I shared about creating a truly...

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