Crush Your Business Goals
Tell us your goals and aspirations, and we’ll help ensure you achieve them
with First-Year Success.
It’s All About Your Goals
What Is First-Year Success?
Let us invest upfront in you and your success. With First-Year Success, we will:
- Develop a personalized success plan that reflects your goals
- Engage you with a team of professionals who are dedicated to your success
- Unlock the powerful programs, tools, events and resources available on the AssetMark platform
- Work closely with you to help ensure your success
Reach the goals you have for your practice and your life… and ensure you can spend more time on the things you value most.
An Experience Tailored Just For You
Tailored to Your Business Goals
We’ll help you develop a customized First-Year Success Plan that defines your practice goals and establishes a road map for success.
Exclusive Access to a Team of Professionals
Your dedicated First-Year Success Team can include support from Sales, Service, Business Consulting, Transition Services, Investment Consulting and more!
Propels Your Success and Saves You Time
Our deep array of resources, events and programs will support your practice goals — delivering what you need from AssetMark when you need it.
What To Expect
First-Year Success brings you the best of AssetMark, ensuring a streamlined, smooth, and expedient journey to achieving your goals.
Hands-on support
Meet Your Team of AssetMark Professionals
Your First-Year Success Team will streamline your onboarding experience and ensure you have resources and hands-on support when you need it.
Sales Professional
- Your Point Person
- Collaborative Goal Setting
- Advisor Education
- Proposals and Strategy Information
Business Consultant
- Business Assessment + Strategy Implementation
- Business Growth
- Advisor Education
- Optimizing my Revenue
Implementation Manager
- Custom Implementation Plan
- Paperwork Preparation and Generation
- Close Orchestration to Minimize Disruption
Service Relationship Manager
- Operational Assistance and “How to” Guidance
- Dedicated New Account Opening, Funding, and Transfers
- Issue Resolution
Investment Consultant
- Model Portfolios Using Strategies on the AssetMark Platform
- Complex Investment Analysis
- Customized Investment Consulting Report
Tailored Guidance
Complete Your Personalized Success Plan
A goal without a plan is just a dream. Whether you want to grow your business, acquire new clients, or improve your work-life balance, we will help you strengthen your business in the coming year and beyond.
We’ll help you develop a customized First-Year Success Plan:
- Assess your current situation
- Map your goals – think big!
- Identify resources to accelerate achievement
- Develop a clear path to success
Tailored Guidance
Take Advantage of Valuable Events, Tools, and Benefits
You will receive access to valuable events, business tools and programs, such as investment consulting—all designed to help you reach the objectives outlined in your success plan.
White-glove service
Get Streamlined Transition Support
Experience a smooth and expedited transition of client accounts. Whether you’re looking for signature-ready forms or full-scale support to transition $25 million or more in assets, rest assured that our dedicated team will make client account conversion fast and efficient.
- Pre-filled account opening forms that are bundled in a single, convenient electronic package and ready for the client’s signature
- A Transition Success Kit that highlights client-specific actions needed to finalize their paperwork and submit it in good order, and helpful tips for ensuring the process goes smoothly
- A dedicated implementation manager who works with you to develop a conversion project plan tailored to your specific and unique needs, if you are onboarding a large number of client accounts.
Network With Peers
Connect With Like-Minded Advisors
Benefit from the exclusive opportunity to interact, engage, and collaborate with like-minded AssetMark advisors—a dynamic and vibrant community of professionals who have similar goals and challenges and are eager to network and share best practices and success stories.
- Establish meaningful new one-to-one relationships. We will introduce you to advisors who have successfully navigated similar challenges, share similar goals, and are thrilled to share best practices.
- Attend events that foster an atmosphere for learning and networking. Our meetings will leave you energized and ready to implement new ideas.
- Early access invitation to a Premier Advisor meeting — generally reserved for advisors with more than $5M in assets on the platform.
Dream Big
Celebrate Your Success
The sky’s the limit when envisioning your business goals. We’ll dedicate our expert resources and powerful platform to help you get there.
Think Big and Achieve
Whether you aim to expand your business, carve out more personal time, engage larger clients, or streamline operations, we’ll be there every step of the way, offering personalized solutions and support. Take the first step and contact our team today!