At AssetMark, we believe everyone should have access to financial planning and advice, and that our industry needs to continue to expand its recruiting and retention efforts so that the individuals providing that advice reflect the communities they serve.
To lead that change, we live by four values—heart, integrity, excellence, and respect—and work with the Center for Financial Planning Board to continue to make a difference. Read on for ideas to create positive, lasting change.
Empowering Women to Champion Their Careers and Coworkers
Former AssetMark Chief Executive Officer Natalie Wolfsen outlines how women can be champions of their careers and the careers of others through intentional mentoring and sponsorship.
“Actively incorporating diversity into the businesses that drive our global economy—through leadership, sponsorship or mentorship—can make a real and lasting difference.”
– Natalie Wolfsen
| Explore the latest research to understand where progress has been made, what problems still need to be addressed, and what you can do to make a difference. McKinsey & Company: Women in the Workplace » |
Get insights on what it will take to stoke a new wave of change that engages all stakeholders in prioritizing gender diversity. Oliver Wyman: Women in Financial Services » |
Find out which factors are driving diversity momentum, and discover practical tactics to achieve gender equality in the future. Deloitte Insights Within Reach? Gender Equality in Financial Services Leadership » |
Watch highlights from our Women’s Summit, designed to energize and connect our industry's community of women. Every year AssetMark hosts over 60 events, including local interactive workshops, content-rich webinars, business consulting events and more to help you grow your business, sharpen your strategy and develop lasting relationships with your clients. We hope to see you at a future event!
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Jennifer Hilts Discover how Jennifer Hilts, financial advisor at LOTUS Financial Partners, differentiates herself and found success by committing to deep conversations and big career moves. |
Heather Rohrs Hear from Heather Rohrs, MBA, and founder of Masterpiece Financial Services, who has scaled two businesses, developed a strategy for competing against huge firms, and continues to give back to the LGBTQ community. |
Diane Woodward Learn what Diane Woodward, CFP®, RICP® at Oak Tree Wealth Management, wishes she had known when she started her career, how she promotes financial literacy and brings women into financial conversations. |
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
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