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.
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?
Prospecting is an important part of your firm’s business and growth strategy. Prospecting, done right, not only leads to new clients, but it can also help to position you as a trusted advisor within your community. Within this session, we will discuss why a clearly defined prospect process is necessary in today's crowded advisor marketplace. In addition, we will highlight a number of prospecting strategies. Finally, we will share with you a framework, along with supporting resources, to successfully shepherd prospects through.
Client segmentation is one of the most important exercises for successfully managing client relationships. Advisors need to have a clear vision of which clients are most valuable now, which offer the most future potential, and which are least likely to generate additional business. During this session, we will review how to generate an analysis of an existing client base and how to best leverage the information, including strategies for optimizing the performance of existing clients.
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 and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.
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webinar | 07/25/2024
