AssetMark Enterprise Programs

Empowering enterprises and their advisors.

Enterprise Consultants

Help Maximize Your Firm’s Value

Working with an experienced, dedicated Enterprise Consultant can be your ultimate tool to achieve growth and scale. Some of the most successful enterprises and financial advisors have relied upon AssetMark’s Enterprise Consulting services to set themselves apart in a highly competitive industry.

Our Enterprise Consultants provide your firm with guidance and support every step of the way, helping you set goals and plan actions to reach them. We’ll help you break through out-of-date habits that have been holding you back and identify opportunities and strategies for creating the enterprise growth you are looking to achieve.

Recruit Top Talent. Grow Your Enterprise.

With the traditional OSJ model on the decline and two newer enterprise models vying for their share of the market, their ability to recruit the ideal advisor and stay competitive is at stake.

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Plan for Success

Move Your Enterprise in the Right Direction

Whether you are a mid-size firm (10+ advisors and/or AUM between $500M-$1B) that needs help moving in the right direction, or an ensemble (20+ advisors and/or AUM over $1B) that has hit a plateau, our AssetMark Enterprise Programs can help you create a strategic plan for long-term evolution, growth, and success.

We get to know you and your business, providing personalized guidance to empower you to achieve your firm’s goals. All of AssetMark’s Enterprise Programs support a top-down, bottom-up approach, working with the enterprise management team and advisors within a firm to help fuel growth.

Firm
Profile

Evolving Enterprises

Firms that are poised for growth and seeking to develop a value maximization roadmap

Expanding Enterprises

Larger, established enterprises looking to grow, expand their team and service offering, and planning for the future.

Enterprises Alliance

An invite-only program for those firms committed to a strategic relationship with AssetMark

Program

BUSINESS ADVANTAGE

GROWTH ADVANTAGE

ALLIANCE ADVANTAGE^*

Overview

3-6 month program to address specific advisor needs, support firm culture and value enhancement
1 in-person workshop customized to your advisor’s priorities such as:
- Succession/Acquisition
- Business Strategy & Planning
- Profitability/Efficiency
- Marketing Strategies
- Operations/Infrastructure

1 year program built upon atop-down, bottom-up approach to drive overall enterprise value fuel advisor growth
2 in-person Retreats for advisors with instructor-led sessions, interactive hands-on exercises and peer-sharing conversations
Content includes full practice management model that is branded for the enterprise

AssetMark Executive-level growth strategies discussion and support
Opportunities for broader industry exposure through AssetMark affiliation

^*Requires completion of Growth Advantage

Testimonials From Program Participants

“Presenters are great and the breadth and depth of information was just right… enough to build thoughtfulness and awareness into how and where we can look to improve our practice and our clients’ experience.”

“I feel like the course and the worksheets are like a college course or a new designation on how to run a successful investment practice.”

Ken and Cindy WilliamsPast Community Inspiration Award Honorees, on their volunteer work with the Safe Families for Children non-profit organization

“Speakers and content did an excellent job of getting us to look at our business as a business.”

Marissa NehlsenPast Community Inspiration Award Honoree and co-founder of the Foundation Latin America

Company Name

Leadership Advantage Program Survey Results

* Source: AssetMark Leadership Advantage Completion Surveys
* Leadership Advantage is a component of AssetMark’s Enterprise Network Program

how we can help

Benefits of Working With AssetMark’s Enterprise Programs

INCREASE GROWTH
& SCALE

Two primary reasons enterprise leaders seek out our services are to increase growth and scale. Learn how to optimize four key areas of your business—costs, customer experience, culture, and market factors—to add value to your bottom line.

RECRUIT & RETAIN
TOP TALENT

Our Enterprise Consultants will work with you to establish an actionable recruiting strategy, metrics to ensure you are making an impact and the deliverables needed to be successful. We will also help with creating strategies to ensure you are retaining top talent for your firm.

BUILD & STRENGTHEN
YOUR NETWORK

Through our Leaders Summit meeting and programs, we bring together enterprise leaders to share ideas, discuss business strategies and interact with key industry professionals.

BECOME A MORE
EFFECTIVE LEADER

AssetMark Business Consultants help you build a roadmap for success and become a master of execution in any setting. With experienced guidance from your business coach, you can become the leader your company needs.

Take Your Enterprise to the Next Level

Schedule your complimentary consultation with us today to learn more about how we can strengthen your enterprise and the advisors within your firm.

GET IN TOUCH

Reach Your Goals

Get Serious About Your Firm’s Growth

AssetMark Enterprise Programs can empower you, your team, and your advisors to dream bigger and reach higher. Our consultants are experienced in successful methodologies and techniques tailored to the specific needs of enterprise financial firms. We focus on your present and future to provide actionable tools and tangible knowledge that you can immediately apply to grow your bottom line.

With AssetMark, you can create a plan for growth and success. We will get to know you and your company and provide one-on-one guidance to help you to achieve your goals. Schedule your complimentary consultation with us today to learn more about how we can strengthen your enterprise and the advisors within your firm.

Don’t wait to take your firm to the next level. Schedule your complimentary consultation today!

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