AssetMark

Growth-Focused Advisors average almost twice the assets under management of their peers. But how can you focus on growth as a business owner if you're wearing too many hats? In our Advisor Growth Guide, we reveal the biggest challenges and how to overcome them.

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.

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.

Great things rarely occur within your comfort zone. Earning revenue via commission-based mutual funds or annuities might seem straightforward and familiar, but it isn’t a sustainable way to grow your practice.

There’s been a steady trend in the advisory profession to fee-based practices and holistic wealth-management services. But just because this trend is widespread doesn’t mean that transitioning to fee-based models comes without challenges. My guest today, Jen Gloss, will discuss the why and how of transitioning from commissionable products to fee-based wealth management.

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.

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.

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.

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.

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.

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.

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

How do you transform volatility into opportunity? Learn how to help clients through volatile times in AssetMark’s new guide.

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

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

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.