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.

WHAT TO EXPECT WITH FIRST-YEAR SUCCESS →

“AssetMark changed my life; the team was spectacular and helped every step of the way. This is the most customer-centric company I’ve ever worked with in my life.”

Jen Hilts

Financial Advisor | LOTUS Financial Partners, A Women’s Wealth Boutique

“The focus on supporting advisors is unparalleled, especially for independent advisors.”

Laura C. Collins

President | Provident Wealth Management

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	Business Consultant	Implementation Manager
Your Point Person Collaborative Goal Setting Advisor Education Proposals and Strategy Information	Business Assessment + Strategy Implementation Business Growth Advisor Education Optimizing my Revenue	Custom Implementation Plan Paperwork Preparation and Generation Close Orchestration to Minimize Disruption

Service Relationship Manager	Investment Consultant
Operational Assistance and “How to” Guidance Dedicated New Account Opening, Funding, and Transfers Issue Resolution	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

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.

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!

Security and Privacy Forms and ADV Terms and Conditions

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, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.