About This Episode

For HNW clients, it’s not just about investments. It’s about what their money can do for them. Whether it’s leaving a legacy for their grandchildren, sailing around the world, or establishing a non-profit, these investors expect that you know what’s important to them, and you are both working toward that. AssetMark is a leading provider of wealth management and technology solutions that helps thousands of financial advisors meet the ever-changing needs of their HNW clients.

About Our Guest

Michael Kim is president of AssetMark, leading the firm’s efforts in creating opportunities that expand and deepen AssetMark’s engagement with advisors and help advisors enhance their business and client experiences.

Michael has over 25 years of experience working with financial advisors in various capacities. Prior to joining AssetMark, he was a senior vice president at Fidelity Investments, responsible for Sales Management, Relationship Management and Practice Management. Michael received his Bachelor of Arts in Economics from UCLA and is a member of American Institute of Certified Public Accountants.

Show Notes

• Here is a link to the AssetMark website for more information about Michael, his firm and the products and services it offers.
• Here is a link to the AssetMark’s HNW research mentioned in the podcast.

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