AssetMark Kicks Off Fall with New Marketing and Investor Education Tools for Financial Advisors
30 September 2020 - 3:00PM
AssetMark (NYSE: AMK) today announced the launch of an
investor-focused webinar series, complete with marketing resources
to promote them, that advisors can tap into to address challenges
brought on by the pandemic, drive client satisfaction, and grow
their businesses. These plug-and-play educational campaigns, which
complement additional resources available to advisors on the
AssetMark platform, include:
- Guide to building a smart, simple marketing plan
- Sample marketing calendar
- Resources and tips for engaging virtually with clients
- Series of webinars tailored for investors
- Brochures highlighting the advantage of working with a
financial advisor
A recent J.D. Power Wealth Management Insight report found only
12% of advisory clients have engaged with advisors through video
conference during COVID-19, even though 73% say they use digital
communication platforms. To help advisors adopt remote or
socially-distanced interactions, AssetMark’s suite of marketing
resources include guidance on how advisors can leverage various
technologies to engage and market to clients and prospects in new
ways, virtually.
“Without the in-person interactions that financial advisors
typically rely on to engage clients and prospects alike, many may
be trying to master new technologies or formulate new ideas to
maintain client service levels and grow their business through the
pandemic,” said Michael Kim, Chief Client Officer at AssetMark.
“Because AssetMark is in the business of helping advisors grow, no
matter what the challenge, we’ve launched new marketing resources,
coupled with educational investor-facing webinars, specifically
designed to help advisors demonstrate value and regain control over
the future of their businesses in this new socially-distant
reality.”
The downloadable resources were made available as part of the
Growing Your Business with AssetMark webinar, which introduced
AssetMark’s Fall Focus campaign, a seasonal line-up of webinars to
which advisors can invite clients and prospects to attend various
topics, including retirement planning, the election and its
potential impact on the market, and more. Each event includes its
own downloadable marketing and communications plan, sample
invitations, and outreach suggestions that advisors can leverage to
attract client and community participation.
“AssetMark’s Fall Focus events were designed to provide advisors
with ready-to-share educational materials that help them connect
with their ideal clients and deepen engagement in meaningful ways,”
added Mr. Kim. “Each event reinforces the value of working with a
financial advisor so advisors can continue to articulate their
value to clients and attract new prospects.”
To learn more about AssetMark’s Fall Focus and download the new
marketing resources, please visit assetmark.com/fall-focus.
About AssetMark Financial Holdings, 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. Through AssetMark, Inc., its
investment adviser subsidiary registered with the U.S. Securities
and Exchange Commission, AssetMark operates a platform that brings
together fully integrated technology, personalized and scalable
service, and curated investment solutions to support financial
advisors and their businesses. For more than 20 years, AssetMark
has focused on offering the solutions and services that help
financial advisors
grow. AssetMark had
$63 billion in platform assets as of June 30, 2020. For more
information visit assetmark.com.
SOURCE: AssetMark, Inc.
Contact:Chris BlakeMSR Communications for
AssetMark, Inc.chris@msrcommunications.com
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