Featured White Papers from AssetMark

AssetMark
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Concord, CA 94520

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http://assetmark.com
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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.

If Clients Aren’t Hearing Your Story, They Are Listening to Someone Else’s.

February 13, 2024

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.

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Transition to Fees in 5 Simple Steps

December 13, 2023

If you're thinking about transitioning to fee-based, but also thinking about the challenges you'll face, download our guide to explore the three fears many advisors face when considering the move from a commission to fee-based model and ways to overcome those fears. 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.

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Uncover how to Better Serve Clients and Increase Total Assets by Outsourcing

December 13, 2023

Learn how financial advisors turn to outsourcing to strengthen client relationships, grow total assets, increase personal income, and improve work-life balance.

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How to Win Back More Time, Overcome Your Biggest Challenges, and Scale Your Business

November 06, 2023

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.

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If Clients Aren’t Hearing Your Story, They Are Listening to Someone Else’s

October 01, 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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

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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

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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.

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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.

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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.

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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.

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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.

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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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For more information on submitting your thought leader White Paper contact: [email protected]