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    Back Office Support On Demand

    Your clients deserve to have your dedicated focus on their financial future—don’t let administrative tasks detract from your area of expertise.

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    SERVICE AND SUPPORT

    Focus on Your Clients

    Working with AssetMark means you’re ready to transform your business. We’ll identify opportunities for efficiency and provide you with the tools and knowledge to ensure your time is spent on value-added services for your clients; not administrative tasks. From marketing to management, our team will address your business’s needs through strategic, personalized guidance.

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    Practice Management

    Expand Your Offerings

    No matter what your goals are, AssetMark’s business consulting team is ready to help diversify your service offerings and expand your client base. Our third-party wealth management platform provides impactful, compelling technology, client communication solutions, actionable reporting, and more.

    7.9 Hours saved per week when outsourcing more than 50% of assets
    51 % Growth in total assets when outsourcing more than 50% of assets
    83 % Reporting that outsourcing improved their client relationships

    Time and resources are tight in newer practices, which is why many advisors looking to get established choose to outsource their investment management to third-party experts like AssetMark. Read our study on the impact of outsourcing to learn more.

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    Why AssetMark

    Build Your Foundation

    You tailor your advice to your client’s unique needs; AssetMark will do the same for you. Whatever obstacles you face in establishing your practice—whether that’s spending less time on business processes and more on your clients, performing portfolio research or adopting the right technology for success—we’ll assess what gaps exist in your practice, identify the path forward, and stick with you until you achieve your goals.

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    Recent Insights

    Featured
    February 2, 2024

    Overcoming the 3 Main Challenges to Offering Tax Management Services

    While the old adage goes that the only things certain in life are death in taxes, new capabilities are now available to financial advisors that help them ease their client’s...
    Featured
    January 29, 2024

    Ways to Minimize Your Client’s Tax Burden By Highlighting Their Tax Savings

    Recent market volatility has investors paying more attention to their portfolios, with many seeking new ways to mitigate the negative impact of market downturns and salvage...
    Practice Management
    January 19, 2024

    Wealth Management M&A Tips: Acquisition Preparation for Advisory Firms

    Acquisitions in the financial services industry are guided by the search for value. Firms considering selling or merging their practice must be aware that today’s buyers are...