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      Posts by Dana Burkhardt

      Featured Post

      Nuts and Bolts: Adding Private Markets to Existing Portfolios (DIY vs. Outsource)

      9 minute read | February 2, 2026

      Private markets used to feel like a distant part of the investment landscape, out of reach and reserved exclusively for institutions and ultra-high-net-worth investors. That...

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      Dana Burkhardt

      Vice President and Head of Business Consulting | AssetMark
      Business Planning
      February 23, 2026

      Succession Is Not an Exit Plan — It’s a Business Strategy (Preferably Started Before You’re Tired)

      I recently sat on a panel focused on succession, transition, and valuation. One truth kept surfacing: most advisors think about succession about 10 years too late.
      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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