Delivering exceptional client experiences ensures you high client loyalty and retention. Within this session we ask you to put yourself in your client shoes to uncover potential "blind spots" in your client facing activities. We’ll also discuss new ideas on how your firm can become a leader in the new client experience industry.
Join us as we review the first half of 2024 and address the key questions at the top of investors' minds:
Can the U.S. economy remain resilient despite an uncertain path for interest rates?
Are there opportunities aside from AI and U.S. tech giants?
How could U.S. elections impact markets?
Conveying the right image for your business in the marketplace is essential to success as an advisor today. Communicating your value proposition and building strong marketing messages around your value will create tremendous synergies for both your firm and your clients.
Within this workshop, we will bring a greater clarity to the concept of your unique client value proposition and provide a framework for helping you more effectively articulate your value to your clients and your marketplace.
No two firms are alike; speak with one of our experienced consultants to evaluate how our support can drive client satisfaction in your business.
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.
AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.
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webinar | 09/19/2024
