Webinars & Replays

 


 

How to Stay Face to Face and Build Trust Virtually

What can you do to stay connected with clients when you can’t meet in person and another virtual meeting just won’t cut it? Learn an easy way to stay in front of clients and prospects with a different kind of digital communication. See how to easily create and send personalized video email messages that can help you build trust virtually, enhance service, and earn referrals.

September 29, 2020
1pm PT | 4pm ET

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A View from the Hill; Elections and Markets

Join Washington, D.C. insiders who will share their non-partisan perspectives based on their time in the White House and the U.S. House of Representatives. They will share insights into how the elections may influence the markets and current areas of legislative importance to financial plans. Decisions that happen at the federal level can often directly impact important issues affecting both investors and financial planners.

October 1, 2020
1pm PT | 4pm ET

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Quarterly Market Insights

Get a high level overview of Q3 markets - whether by sector, asset class or size - in 30 minutes or less!

October 13, 2020
1pm PT | 4pm ET

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Quarterly Investment Review

2020 continues to be very different than past years. Hear the key Q3 investment themes and ideas to help your clients meet their goals.

October 15, 2020
1pm PT | 4pm ET

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Guided Portfolio Solutions

Tune in to see how GPS responded to market changes and hear up-to-date information about how the GPS portfolios are positioned going forward.

October 20, 2020
1pm PT | 4pm ET

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Q3 Market Overview

Get the latest on Q3 market performance in this session designed especially for investors. Hear about the drivers and detractors from Kezia Samuel in this client-friendly presentation

October 23, 2020
10am PT | 1pm ET

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Guided Income Solutions 

Join in to hear the Guided Income Solutions (GIS) team explain how GIS delivers stable, steady payments to clients.

The team will also discuss how the GIS funds performed during the quarter, as well as how the GIS bucketing strategy navigates market volatility.

October 28, 2020
1pm PT | 4pm ET

Register

      Webinar Replays

Wealth Journey: Fulfilling the Unique Needs of High Net Worth Clients

Gain insights and confidence to become the trusted advisor of high net worth clients during this discussion with wealth strategists from CIBC Private Wealth Management. You’ll learn how to serve high net worth clients’ unique and complex needs, and establish a foundation in your practice to cultivate relationships to fulfill their wealth vision. Get a first look at new CIBC Custom Portfolios, exclusively available on the AssetMark platform this fall.


September 24, 2020

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Understanding Your Retirement DNA

Your retirement plan is as unique as you are. Join us to hear how to maximize your retirement, understand the specific features your plan may offer and make the most of the options available to you. Whether you’re just getting started saving or are planning the transition to retirement – you’ll learn what questions to ask and practical tips and resources for a successful future.

September 22, 2020

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Prospecting and Winning 401(k) Plans

Up your game on finding prospects, uncovering needs, making presentations, and winning 401k plan business. Learn about lead generation, articulating your value proposition, the consultative approach, and resources available to you. Gaining your share of the retirement plan business is easier than you think (hint: you don’t have to go it alone).

September 17, 2020

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Challenge Conventional Thinking with Mike Arone from State Street

Avoiding crowded thinking is more important than ever in today’s complex and dynamic market. With Uncommon Sense, Michael Arone, Chief Investment Strategist for the US SPDR® business, provides contrarian perspectives on US and global markets that encourage investors to think beyond consensus opinion to identify and capitalize on new opportunities.

September 15, 2020

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Efficient Tax Management Done Right

Taxes are a part of life, but most people do not want to pay a penny more than they have to. Clients’ tax bills are often out of your control, and when it comes to investing, you can make some critical decisions to potentially minimize your clients’ tax situation. Join us to learn skills for better conversations with clients and prospects around tax-managed investing. Gain knowledge and confidence around efficient tax management to help clients keep more of their money compounding for growth.


Qualifies for 1 CFP CE Credit.

September 10, 2020

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Service Series: PortfolioReview & Client Proposal

We’ll discuss the latest enhancements to eWealthManager: the PortfolioReview and Client Proposal. The PortfolioReview has a new design with dynamic reporting metrics and the Client Proposal is enhanced in an easy-to-understand format.

Gold and Premier level offices can find more sessions on eWealthManager.

September 4, 2020

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Growing Your Business with AssetMark

Hear about marketing fundamentals and why having a simple, smart marketing plan is essential for the growth of your firm. During this session, our expert will guide you through best practices for developing your marketing framework and the resources AssetMark has to help you build your business. We’ll review our Advisor Growth Resources featuring an exciting fall webinar series that you can leverage to build relationships with prospects, deepen engagement with clients and work toward achievable growth for your firm. You’ll leave this session with a solid marketing plan and the resources you need to reach out to prospects and existing clients for a successful fall.

August 27, 2020

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Best Practices for Servicing 401(k) Plans

Financial advisors tend to focus on individual investors and may be intimidated by the complexities of retirement plan design and ongoing compliance requirements. Whether you’re just starting or 401(k) plans are already part of what you do, join us to learn best practices for servicing plan sponsors and participants so you can demonstrate your value and deepen loyalty. You’ll be surprised how easy it can be, by leveraging the right team and resources.

Qualifies for 1 CFP CE Credit.

August 25, 2020

Watch Now

PortfolioReview and Client Investment Proposal

Watch the live demo to learn how our newly enhanced digital tools can help you transform and expand your practice!

PortfolioReview: New! Designed with dynamic reporting metrics to provide you and your clients with an engaging experience, PortfolioReview can give you the competitive edge you need to help you win the assets you want.

Client Investment Proposal: Enhanced in an easy-to-understand format, Client Investment Proposal provides personalized financial analysis and investment recommendations. Customize the features based on what you want to show – then print what you want to share!

August 19, 2020

Watch Now

Cash and Credit: Managing Both Sides of Clients’ Balance Sheets

Learn how managing your high net worth clients’ cash and credit needs can help you grow and retain business. Hear Tom Anderson, the author of “The Value of Debt” and David McNatt, AssetMark SVP Product Strategy, Development and Management, discuss offering credit and using cash to serve your clients’ unique needs.

 

Qualifies for 1 CFP CE Credit.

August 18, 2020

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Investing in Your Future During a Season of Profound Change

During a time of profound change, learn how to invest in your future. Dr. Bill Dyment will look back at past seasons of change and share how changing times can create opportunity.

August 13, 2020

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Demonstrating Client Leadership

As an accomplished author, speaker, CEO and Founder of Absolute Engagement, Julie Littlechild helps financial advisors use input from clients to uncover service, revenue and referral opportunities. Join us to learn about new research, conducted in March, that examines what clients are feeling right now, where they are challenged and what you need to deliver to support them and demonstrate real leadership.

Attendees will:
• Gain a deeper understanding of the drivers of “client self-confidence” and why it matters to both client and advisor
• Identify strategies to understand and address changing client needs
• Develop a plan to re-focus client conversations that drive deeper engagement and increased loyalty

Accepted for 1 CFP Board and IWI CE credit.

August 11, 2020

Watch Now

What Now for Small Business? How to Get Unstuck

How can small business owners recover from recent events? Hear renowned small business expert, Barry Moltz, talk about the challenging road to recovery and give advice on how business owners can re-imagine their businesses and bounce back in the post-COVID19 economy.

August 6, 2020

Watch Now

Preview PortfolioReview and Client Investment Proposal

Watch the live demo to learn how our digital tools can help you transform and expand your practice!

PortfolioReview: New! Designed with dynamic reporting metrics, PortfolioReview can help you gather more client assets– while showing prospects your competitive advantage. PortfolioReview gives you what you need to know - right when you need to show it!

Client Investment Proposal: Newly enhanced in an easy-to-understand format, Client Investment Proposal provides personalized financial analysis and investment recommendations. Customize the features based on what you want to show – then print what you want to share!

Get in the know now - before these exciting launches are live!

August 5, 2020

Watch Now

What's Up with the Stock Market?

Hear Kezia Samuel discuss the drivers and detractors of Q2 market performance and what investors should be thinking about in the upcoming quarter.

Invite your clients and join us for this exclusive webinar!

July 31, 2020

Watch Now

Five Keys to Becoming a Digital Presentation Superstar

Join us for this highly engaging webinar where you will learn the Five Keys to Becoming a Digital Presentation Superstar! Our panel of digital engagement experts will share best practices which will help you deliver more effective, more engaging digital presentations that create value for your audience and help you achieve your desired business outcomes.

July 30, 2020

Watch Now

Guided Income Solutions

Join in to hear the Guided Income Solutions (GIS) team explain how GIS delivers stable, steady payments to your clients. The team will also discuss how funds performed during the quarters, as well as how the GIS bucketing strategy navigates market volatility.

July 29, 2020

Watch Now

Planning for Healthcare in Retirement

The confidence of knowing your clients’ health care is covered is one of the most valuable things you can help them take into retirement. Hear insights from Fidelity into creating a health care plan that will meet your clients’ needs for their retirement plan. Open to clients.

 

Qualifies for 1 CFP CE credit.

July 28, 2020

Watch Now

Quarterly Investment Review

2020 continues to be very different than past years. Hear the key Q2 investment themes and ideas to help your clients meet their goals.

July 23, 2020

Watch Now

Guided Portfolio Solutions

Tune in to see how GPS responded to market changes and hear up-to-date information about how the GPS portfolios are positioned going forward.

July 22, 2020

Watch Now

For financial advisor use only.

IMPORTANT INFORMATION

This is for informational purposes only, is not a solicitation, and should not be considered investment or tax advice. This information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation alone cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. It is not possible to invest directly in an index.

Investments in mutual funds and exchange traded funds that hold equities, bonds, and other securities can decline significantly in response to adverse market conditions, company-specific events, changes in exchange rates, and domestic, international, economic, and political developments. Investments in bonds and fixed income related securities involve market and interest rate risk (prices can decline, if interest rates increase), and default risk (an issuer being unable to repay principal and interest). High-yield bonds are generally subject to greater risk of default than investment-grade bonds. Real estate investments are subject to credit and market risks, typically based on changes in interest rates and varied economic conditions. Investing in alternative investments, including managed futures, commodities, and currencies is not appropriate for all persons, as the risk of loss is substantial. Investments in futures involve market, counterparty, leverage, liquidity, interest rate, foreign currency, commodity, volatility, and other risks.

For more complete information about the various investment solutions available, including the investment objectives, risks and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact an AssetMark Consultant.

AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission. Aris and Savos Investments are divisions of AssetMark. GuideMark® and GuidePath® Funds are distributed by AssetMark Brokerage, LLC, member FINRA, an affiliate of AssetMark, Inc. AssetMark and third-party strategists are separate and unaffiliated companies.

C33113 | 08/2018 | EXP 06/30/2020

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