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 a few links where you can learn more about the top reasons advisors are partnering with AssetMark. 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!
- Four reasons to choose AssetMark: An overview of our services
- Asset Management Excellence: An open-design platform built to help you evaluate risk in a more meaningful way, whether you’re designing portfolios for your clients or choosing from pre-built solutions.
- Compelling Technology: Set yourself apart from the competition and engage with your clients in ways to help keep them invested for the long term.
- Thought Leadership: Stay on top of industry trends and fine-tune your approach by working side-by-side with experienced practice management experts.
- Deep Relationships: Sales and service teams who act as an extension of your practice and do the heavy lifting for your transition.
Contact Micah Hesting for more information:
Relationships/Business Development Strategist