We're Obsessed with our Customers!

Customer Obsession Week

AssetMark's Operations and Service teams dedicate one week each year to celebrate and appreciate our clients during our annual Customer Obsession Week. The week focuses on tuning in to the wants and needs of the advisors we work with to better understand how we can help them achieve their goals, get to know them on a more personal level, and learn how they run their businesses.

Customer Obsession Week gives us the opportunity to celebrate advisors and their offices, and leverage everything we learn to continue to deliver a WOW experience.

Learn more about AssetMark's culture of service and our commitment to serving you and your business - Contact Us
Customer Obsession Week
Customer Obsessed Certified

Certified Service Excellence

Our Operations & Service teams are obsessed with serving our clients. To build upon their knowledge each associate attends our Customer Obsession Bootcamp designed to keep customer obsession top of mind, while our associates continue to make a difference in the lives of our clients every day.

Meet the Winners

Meet the advisors and office staff recognized during our 2018 Customer Obsession Week for their outstanding achievement:

You Hit the Mark!
Awarded to financial services and operations professionals who submit some of the most accurate operational requests to AssetMark.

Winners:
  • James Dew, Dew Wealth Management (Scottsdale, Arizona)
  • Laura Walsh, Lifespan Financial Strategies (Weston, Florida)
  • Susan Green, Independent Capital Management (Camarilla, California)
  • Jodie Lane, Tenacity Asset Group (De Pere, Wisconsin)
Meet the Winners
Service Excellence
Awarded to the financial services and operations professional who exemplifies the type of engaged professional with whom AssetMark loves to work.

Winner: Tyler Beck, CFP of Walsh & Nicholson Financial Group (Wayne, Pennsylvania)

Best Practice
Awarded to the financial services and operations professional who implements new ways to serve their clients and improve their overall practice.

Winner: Chris Swisher, CFP Associate Partner at the Office of Jeff Duncan and Monte Fitch, VantagePoint Advisory Group (Irvine, California)
Important Information

This is for general informational purposes only, and not a recommendation or endorsement of any financial advisor or advisory firm. Past performance does not guarantee future results.

30331 | C32976 | 05/2018 | EXP 05/31/2019