AssetMark, Inc. offers unique asset management solutions and practice management consulting to help you grow your practice and develop long-lasting client relationships. In fact, they will actually send someone out to your office to sit down with you and help you create and design a fee-based model that fits into how you currently run your business. They can also assist with a plan of attack to help you transition a portion or all your client’s investment assets to a fee-based model. One of our advisors that has partnered with AssetMark in this manner has taken the fee-based side of his business from $0 to $150,000 in recurring revenue in just two years. His only regret now is that he didn’t partner with AssetMark and make the change from being “just an insurance guy” sooner.
Below are the “Working with AssetMark” and “Guiding Clients to Fees” brochures for your review. If you would like to learn more about AssetMark or speak about incorporating a fee-based model into your current business model, please give me a call. Thanks!
Contact Micah Hesting for more information:
Relationships/Business Development Strategist