Succession planning can be an overwhelming and emotionally taxing process. According to Cerulli, 73% of advisor succession challenges are based on the emotional aspect of transferring clients, and 55% said finding a qualified buyer was their biggest challenge.
Join us for this interactive discussion where we break down the steps to build your own successful succession plan, hearing insights from an advisor who’s mastered it.
Advisors who work with AssetMark receive exclusive access to events with a robust lineup of speakers and content to help them grow and scale their businesses. Catch this quarter's wrap-up, covering:
New investment solutions on the AssetMark platform and how to best use thsese strategies within a diversified portfolio.
Trends and resources for succession planning, practice acquisition strategies and continuity planning efforts.
No two firms are alike; speak with one of our experienced consultants to evaluate how our support can drive client satisfaction in your business.
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.
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webinar | 12/8/2023
