Transitioning for the Next Generation of Advisors and Clients

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About This Episode

The impending retirement wave poses a critical challenge to the advisory profession. Nearly 40% of advisors plan to retire in the next decade. My guest today will explain why the profession is at an inflection point and proactive planning is essential for continued success. We will delve into best practices to transition to the next generation of advisors and investors, strategies for recruiting junior advisors, and how to appeal to emerging investor demographics and scaling engagement models to navigate a shrinking advisor pool.

About Our Guest

Matt Matrisian is senior vice president and the head of client growth for AssetMark.

Matt believes the best financial outcomes begin with advisor-centric tools and capabilities that wrap around the needs of the investor.

As a pioneer in advice delivery transformation, Matt’s 30-year career has focused on

simplifying the complexity of the financial services industry, supporting the evolution of advice

delivery, and enhancing advisor value.

As an executive and board partner, Matt specializes in identifying both immediate and long-term growth opportunities. His decade-long leadership at AssetMark ranges from helping establish and roll out strategic priorities, to developing many of the client-facing systems, technologies, and experiences for which the firm is known. He has also reimagined and built the firm’s industry-leading business consulting offering, which today serves more than 9,300 advisors.

Career leadership includes:

  • Consulting institutional firms to maximize their enterprise value;
  • Creating new channels and divisions to expand client relationships;
  • Building and retaining market segments to fuel profitability;
  • Evaluating inorganic growth opportunities (e.g., M&A) to enable growth;
  • Incubating accretive revenue expansion through R&D initiatives; and
  • Reimagining technology to deliver better client solutions and outcomes.

Matt regularly serves as a media and institutional investor spokesperson, and has appeared as

keynote, panelist, moderator, or presenter at 150+ industry conferences. Additionally, he has authored 30+ industry articles (e.g., Investment News, Financial Planning Magazine,, as well as The Power of Practice Management: Best Practices for Building a Better Advisory Business (Bloomberg Press, 2013 – a book he wrote to help financial advisors better develop lasting client relationships.

Matt is a devoted husband and father of a blended family of six kids, three boys and three girls. In his spare time, he enjoys staying active by playing competitive tennis through the United States Tennis Association, working out, or playing cornhole with friends.

Show Notes

Here are some links to learn more about Matt and AssetMark:

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