From Wealth Management
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Summary: AssetMark launched two new tools aimed at helping advisors on its platform with their client prospecting and marketing, according to recent announcements from the firm. The first tool, called WealthBuilder Prospecting, is designed to provide “a gateway for interested leads to start a low-friction discovery process” with one of the more than 8,500 advisors on AssetMark’s platform.
From Wealth Management
Added on February 2022 in M&A Issues
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Summary: [video] Advisor Growth Strategies' Brandon Kawal details why RIA valuation levels are rising.
From ThinkAdvisor
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Summary: Advisors often find themselves pulled in several directions at once. They must keep their clients happy. They must allocate time for prospecting. They need to interact with their team so that everyone feels valued.
From Wealth Management
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Summary: The Great Resignation has not spared the wealth management industry, and firms would be wise to take heed of one of my grandmother's stark sayings, “You don’t miss your water until the well runs dry.”
From Wealth Management
Added on January 2022 in Join an RIA
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Summary: The most successful advisor transitions occur when all parties are fully focused on the process every step of the way. Transitions have a plethora of moving parts, and without full engagement from the advisory team involved, it becomes increasingly difficult to facilitate the change on your preferred (and in most cases, mission-critical) time line. Here is an example of a recent transition, focusing on two critical keys to success I have gathered from my experience in working with advisors.
