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    Help Your Investors Meet Their Goals

    Deliver a roadmap to your investors’ desired future through financial planning.

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    AssetMark’s Financial Planning Support

    Market volatility, investor anxiety, fear of missing out—help your investors identify and meet their goals as their circumstances evolve and change.

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    Data-Based Planning

    Use bank, investment, loan, and financial account data to inform your client’s financial plan.
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    Contingency Planning

    Evaluate the impact of external events and life changes on your client’s financial plan.
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    Detailed and Actionable

    Whatever your client’s goals—home ownership, early retirement, debt repayment—show them how to get there.
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    Goals-Based Planning

    Clarify Your Clients’ Futures

    Use AssetMark’s financial planning solutions to keep your clients on track to meet their goals. Successful wealth management requires careful planning, steady measurement against progress, and commitment to your clients’ goals despite their short-term fears. The financial planning solutions we provide—such as Voyant, WealthBuilder, and MoneyGuide—will ensure you help them stay on track.

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    Client Engagement

    Meet the Demand

    Clients expect their financial advisors to support them through financial planning services. Providing these digital experiences is key to attracting a wider client base and engaging with your existing clients. With AssetMark, you’ll gain access to digital financial planning services that can inspire your clients.

    0 Hours saved per week when outsourcing investment management
    0 % Growth in assets under management on average
    0 % Respondents reporting that outsourcing improved their client relationships

    Considering Outsourced Financial Planning?

    Outsourcing to a third-party asset management platform can feel like a big change. That’s why we studied the outcomes of advisors who switched to outsourcing—so you can see the value of outsourcing for you and your clients.

    Download White Paper Download The Study Highlights
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    Why AssetMark

    We Put Your Clients First

    You act as a steward to your investors’ financial futures. As a financial advisor, why shouldn’t you expect the same from the firms you do business with? With AssetMark, you’ll gain an ally that’s just as invested in your clients’ futures as you are. Whether it’s through education, financial planning, or administrative support, we’ll work hard to take good care of you and your clients.

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    AssetMark Blog

    June 23, 2021

    How to Strategically Specialize and Differentiate Your Practice

    It’s no secret that there has been a profound shift in the financial advisor community. More advisors are either moving toward (or expanding their reliance on) outsourcing,...
    January 12, 2022

    New To Retirement Planning for Small Businesses? Here’s What Advisors Need to Know

    Increasingly, advisors are diversifying their service offering to provide a more holistic wealth management experience for their clients. They offer financial planning,...
    June 1, 2022

    Independence: What It Means to the Advisors Who Embrace It

    Who doesn’t love independence? From fireworks to parades, independence is cherished and celebrated in small towns and big cities alike across the US.