Three Steps to 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.

Communicating with Purpose


In times of crisis, your clients rely on your guidance to restore confidence. Proactive, consistent communication—delivered through your client’s preferred channel—is key. A weekly cadence will allow you to focus on current, relevant information and demonstrate your value. Download our customizable talking points and tip sheets to get started, and peruse our customized Zoom backgrounds to keep your virtual meetings looking fresh and professional.

Communicating with a Purpose

Client Communication Sample


Crisis Communication Sample


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Conducting Exceptional Virtual Meetings


Optimizing Online Meetings


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Virtual Meeting Checklist


Virtual Meeting Checklist


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Communicating Via Video

Creating Effective Client Videos


The volume of news and information impacting your clients’ daily lives can be overwhelming. Videos can make it easier for clients to engage with and understand your message, while ensuring that your intended tone and personal touch stay intact.

 

Producing Great
Client Videos


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Video Ideas



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Steering the Conversation


When your ability to interact with clients is limited, consider capturing client sentiments with surveys. Surveys can help you discover new information, emerging patterns, and subtle shifts in client expectations, needs, and goals. Download our sample survey questions to ask clients during a time of market volatility, and steps to set up a client survey in SurveyMonkey to get started.

Sample Survey Questions


Sample Survey Questions


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Survey Monkey Tip Sheet


SurveyMonkey Tip Sheet


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Family Preparedness

Family Preparedness


Clients who experience extreme volatility or market loss can lose confidence in their plans, sometimes leading to rash, emotionally-charged decisions. Providing a framework to keep clients focused on what they can control helps reinforce your value and calm nerves. Download our Family Preparedness Workbook to share with your clients.

 

Family Preparedness Workbook


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Protecting Your Business


Every advisor should have a continuity plan in place to ensure their business will continue to run and serve their clients should an illness, disability, or other unforeseen circumstance cause a business disruption. Download our business continuity resource for ideas to protect your business and your clients.

 

Business Continuity Resources


Business Continuity Resources


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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.

M20-62623 | 04/2020 | EXP 04/30/2021

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