Clients

Building a Transformational Client Service Model for Financial Advisors

12 minute read | November 18, 2023

In the world of financial advising, success hinges on more than just investment strategies and market insights. What truly matters is the client-advisor relationship, a...

Practice Management

September 22, 2023

How to Get Referrals: Financial Advisor Referral Management for Growth

What's one of the clearest signs of a healthy and thriving practice? It’s pretty simple: happy clients willing to contribute to a full pipeline of prospects. But getting...

Fee-Based

August 18, 2023

Choosing Clients for Fee-Based Services: A Roadmap for Financial Advisors

In the ever-evolving landscape of financial advisory services, the shift from a commission-based model to a fee-based structure has become increasingly prevalent. This...

Client Experience

August 11, 2023

The High-Net-Worth Client: Position Yourself to Check Their Boxes

Every client segment has unique concerns, needs, and expectations. The high-net-worth client is no exception. For HNW clients, it’s not just about investments and account...

TAMP

August 4, 2023

14 Client Questions about TAMPs [with Sample Answers]

Back-office operations in most industries aren’t a topic of conversation with clients. We don’t ask our dentists, real estate agents, or even surgeons about their staff,...

Fee-Based

July 29, 2023

Commission-Based to Fee-Based: A Step-by-Step Transition Guide

As the financial advisory landscape continues to evolve, the traditional commission-based compensation model is being challenged by a more client-centric approach—fee-based...

TAMP

July 14, 2023

Turnkey Asset Management Platforms: How to Get Started

You’ve done your research, talked with other financial advisors, and found a TAMP that provides the services and support that you, your firm, and your clients want. What’s...

Business Growth

July 7, 2023

5 Keys to Managing High-Net-Worth Clients

Ready to level up your practice? High-net-worth individuals can be game-changing clients for financial advisors. These clients are typically investors with large estates or...

Clients

June 30, 2023

Investment Metaphors: So Simple Your Clients May Start Quoting You

Welcome to the captivating world of memorable metaphors in investment and financial planning! As a financial advisor, you possess a wealth of knowledge and expertise that can...

Values-Driven Investing

June 2, 2023

The Intersection of Investing and Faith

Though faith-based investing isn’t a new concept, many investors aren’t aware that they can align their investments with their religious values. For investors, designing an...

Security and Privacy Forms and ADV Terms and Conditions

AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.

Clients

Building a Transformational Client Service Model for Financial Advisors

Advice, stories, and expertise about work life today.

We know your inbox is protected space, so we promise to send only the good stuff, twice a month.

Sign Up for Your Digest