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Charles Goldman

President and CEO Charles Goldman on Advisor Communications and COVID-19

I just read a summary of a J.D. Power Wealth Management report on how advisors are handling COVID-19. While the pandemic has forced a command performance of crisis communications and remote portfolio reviews to which we’ve all had to adapt, the report points to some untapped opportunities. Read the Full Perspective »

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Our Advisor Highlight Series features the unique insights and successes of financial advisors who use the AssetMark platform. In this series, we sit down with advisors to get their professional views on practice management, industry trends, and what they have learned over the course of their work to help clients reach their personal and financial goals.

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