Allocating the appropriate amount of time and resources to a growing list of clients can be a challenge. Without a documented service model, advisors can often provide the same services to all clients, which can impact their bottom line.
In this session, you'll learn best practices to help you identify the ideal amount of time to commit to client relationship activities and what to incorporate into a service model to ensure profitability. You'll also learn how to effectively communicate your new service mode with current and prospective clients.
Join Dylan Schlott, Senior Regional Consultant, AssetMark, and Brian Weisenberger, CFA, Senior Market Strategist, Executive Director, Kensington Asset Management, as they discuss the Kensington Managed Income strategy that was recently added to the AssetMark platform.
Marketing plays a crucial role in your firm's success but sometimes takes a back seat to other priorities.
Any successful plan includes a combination of activities focused on client retention and acquisition. In this session, gain marketing ideas for you to consider as you begin planning for the new year, and take advantage of a simple planning resource to capture your ideas!
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 | 09/21/2023
