Elevating Your Business 



The mission of our Business Consulting team is to help you build a business that is sustainable and successful so that you can help your clients achieve their financial dreams. Work with our Business Consultants to master best practices across key areas of our core quadrants.

Supporting Your Vision of Success


We support you and your business at every stage of growth through individualized guidance and by identifying opportunities to increase value, drive growth, and boost your firm’s performance. From client segmentation to succession planning, our experienced business consultants can help you stay current and build a sustainable, successful business.

Business Strategy & Planning


Client Experience & Operations

Empowering Your Team


Marketing Your Business

Three steps to elevating your business

One
 

Discover

We gather details about your business, team structure, services and goals; guiding you through our Business Assessment Tool.

 

two
 

Analyze

Your business assessment establishes benchmarks and a valuation range for your firm, and identifies opportunities or risks using our value maximization index. We work together to create your business strategy and improvement plan, determining where to focus your efforts with key performance indicators (KPIs).

 

Three
 

Implement

Working with your Business Consultant, access the tools, resources and support to implement your action plan based on priorities you identified.

Premier Consultant meetings: Melissa Intezar

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Thought Leadership

Insights

What motivates advisors to outsource investment management (or not)? What benefits are experienced by those who do outsource? AssetMark recently surveyed financial advisors to find out.


Read More

Building a Healthy and Sustainable Business


Balancing the needs of your clients with the needs of your financial advisory business can be challenging, but it’s essential to maintain business growth and scale. Explore resources to help you communicate with purpose, steer conversations, and protect your business so you can achieve your goals, while helping your clients reach theirs.


Explore Resources

Protect Your Business

IMPORTANT INFORMATION

AssetMark, Inc. is an investment management and consulting firm that helps independent financial advisors build great businesses. This is for informational purposes only, is not a solicitation, and should not be considered investment, legal, or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change. References to third-party financial advisors and service providers are for informational purposes only, and should not be considered an endorsement or recommendation of AssetMark.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark and third-party strategists and service providers are separate and unaffiliated companies.

©2020 AssetMark, Inc. All rights reserved.

 

M20-100024 | 05/2020 | EXP 05/31/2021

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