Featured White Papers from AssetMark
AssetMark
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@AssetMark
Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
RIA Transition Roadmap
September 01, 2023
Your guide to a seamless transition of your financial advisory business so you can do so quickly and efficiently to scale your business for growth.
Transition to fees in 5 simple steps
August 09, 2023
See how to tackle the obstacles advisors commonly cite to making the transition to fee-based with guidance, best practices, and insights to help you pave the way to a fee-based model.
Staking Your Claim to the High-Net-Worth and Ultra-High-Net-Worth Markets
July 17, 2023
Individual and family wealth levels continue to increase. The asset levels that give rise to complex wealth management create opportunities for financial advisors ready to embrace the challenge. You CAN support HNW clients effectively. Not sure how? This guide can help.
The Future of Advice is Fee-Based
June 07, 2023
Many advisors are moving away from commission-based compensation and toward fee-based models.
Beyond the increased transparency and reduced conflicts of interest, there are many reasons that both advisors and clients prefer fee-based models.
Even so, advisors have many questions:
- Will my revenue go down?
- How are my clients going to react?
- How do I price my services?
- Can I start small and scale up?
In The Future of Advice is Fee-Based, we break down these questions and explain why fears about switching to fees can do more harm than good.
Read the guide now to learn why a fee-based model can be better for your business, how clients get more, and how to make the move with confidence.
Scale your practice. Get time back for yourself.
May 16, 2023
While 92% of advisors who outsourced to AssetMark increased personal income, 66% of advisors say they don’t really understand turnkey asset management platforms (TAMPs) or know what role they should play in supporting their firm.
That’s exactly why we created our latest guide: “TAMPs: A Game-Changer for Your Practice.” Inside, we explore modern asset management solutions, the benefits of outsourcing asset management, and how financial advisors can get started with a turnkey platform.
Recession Proof Your Business
April 12, 2023
When recession becomes a reality and your clients go into panic mode, your firm can suffer from decreased revenue, inflationary pressures, and anxious clients. Learn best practices for delivering outstanding support to your clients, while continuing to grow your business in a challenging environment with AssetMark’s new guide, Recession Proof Your Practice.
Recession Proof Your Business
March 01, 2023
When recession becomes a reality and your clients go into panic mode, your firm can suffer from decreased revenue, inflationary pressures, and anxious clients. Learn best practices for delivering outstanding support to your clients, while continuing to grow your business in a challenging environment with AssetMark’s new guide, Recession Proof Your Practice.
If Clients Aren't Hearing Your Story, They Are Listening to Someone Else's
February 10, 2023
Marketing your business is harder than ever. The environment is volatile, client expectations are rising, and the competition is loud.
The key to marketing success is making sure you are delivering the right message to the right audience at the right time. You don’t have to be louder. But you do have to be smarter.
AssetMark’s new guide, “Marketing Matters Control Your Story. Control Your Future.” is full of insights, best practices, and actionable guidance to help you rise above the noise and deliver your story to your audience.
Do You See Independence in Your Future?
January 03, 2023
When it comes to going independent, the “why” is clear: nine out of ten breakaway advisors cited higher autonomy, higher payouts, and the ability to build enterprise value as their top factors in making their move.*
But beyond the “why” of independence, there are many questions to consider:
- What does independence actually look like?
- Which costly mistakes do you need to avoid when making the transition?
- Which affiliation model is the best fit for you?
- Which entrepreneurial skills will you need to develop to succeed?
- Can outsourcing help you create more time to serve your clients?
Are you trading your time for income, or building a legacy? We’ve put together a comprehensive guide to help you navigate your journey as an investment advisor, so you can weigh your options and make an informed decision.
Is Independence Right for You?
November 18, 2022
No one can choose the right career path for you because it all comes down to personal motivators. But that doesn't mean AssetMark can't help you get moving in the right direction. This guide helps you:
- Define Your Key Professional Motivators
- Consider Pros and Cons of Affiliate Models
- Understand Industry Trends for IAs
- Examine Support Options for Breaking Away
While some IAs want to understand how to break away toward forming an Independent RIA, others prefer to stay in a wirehouse or hybrid model. What’s right for you?
In this guide, discover how modern tools are changing the way advisors work and why independent RIAs are growing in popularity. Plus, check out our tip list on finding the right support system for your professional journey.
Can market volatility be your friend? Discover more with this guide.
November 01, 2022
Markets hate uncertainty and so do investors. More investors than ever before are interested in getting financial advice.
In this Guide, you’ll find practical ways to showcase your value and expertise to existing clients and prospects and fill the advice gap.
Download the guide to learn:
- How to start the conversation with your clients
- The 4 investor segments you should prioritize having these conversations with
- Where to access client communication and education tools
Flip the Script: Put Volatility to Work for You.
October 19, 2022
How do you transform volatility into opportunity? Learn how to help clients through volatile times in AssetMark’s new guide.
Guide to Values-Driven Investing Conversations
August 15, 2022
More investors than ever before are interested in ESG. Prepare for this growth by incorporating values-driven investing in financial offerings and conversations with prospects and clients.
Download the guide to learn:
- How to start the conversation with your clients
- The 3 investor segments you should be having these conversations with
- Ways to incorporate values into your clients’ investments
Growth-Focused Advisors average almost twice the assets under management of their peers.
June 17, 2022
In our latest eBook, The Advisor Growth Guide, we reveal the biggest challenges – and how to overcome them:
- Why growth-focused advisors don’t waste time on developing digital solutions
- How time-strapped advisors win back a full 8 hours per work week
- How growing firms solve the problem of hiring and developing talent
- The top 2 outdated myths preventing advisors from growing at scale
Going fee-based? Here’s the biggest challenge.
May 18, 2022
Research shows that over 62% of investors prefer a fee-based model. Is it the right move for you and your clients? In this quick reference guide, we reveal how to go from commission to fee-based in 6 steps, so you can free up your time, grow revenue, and give clients peace of mind.
NEW REPORT: Advisors are outsourcing more assets. Find out why.
April 20, 2022
AUM growth, increased referrals, and lower operating costs: just a few reasons why 92% of financial advisors are happy with their decision to outsource. Get the full story in our latest paper.
NEW: Advisors are outsourcing more assets. Find out why.
March 18, 2022
98% of advisors report they deliver better investment solutions as a result of outsourcing – but that’s not all we measured. We asked advisors deeper questions, like: “How much time did you really save from outsourcing?” and “How were your client relationships affected by outsourcing?” The answers, charts, and graphs are in our new and updated paper.
The high-net-worth (HNW) market is growing… are you capturing your share?
February 22, 2022
Learn how you can elevate your offering to appeal to this growing segment of millionaires. In this paper, we explore the unique needs of 4 key HNW investor segments, the top 5 services expected by HNW clients, and where most advisors underperform. You will also learn how to identify and choose the right expert guidance to get started quickly.
The Shift To Fee-Based Advisories Continues - Why You Should Act Now
November 12, 2021
Research shows that over 62% of investors prefer a fee-based model. Is it the right move for you and your clients? In this quick reference guide, we reveal how to go from commission to fee-based in 6 steps, so you can free up your time, grow revenue, and give clients peace of mind.
The Power of Outsourcing Investment Management
October 18, 2021
Financial advisors face an industry in transition. Clients want more personalized, ongoing advice and financial planning support, not just a portfolio. And they want to see value in every advisor interaction to justify the fees they pay. Is outsourcing the most overlooked way to alleviate client-advisor strain?
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