AssetMark Advisor Insights

	Short Take
	AssetMark Coaching Remember: AssetMark Coaching is available to all Premier Consultants. As part program, you will work with a professional coach who will help you create a vision for your firm, and then guide you through the learning curve as you take action to build the business you've always wanted. If you're interested in learning more about AssetMark Coaching, contact your Regional or Internal Consultant.
	Archives
	Vol 5:11 - Dec. 21, 2007 Vol 5:10 - Nov. 30, 2007 Vol 5:09 - Oct. 26, 2007

	Volume 6: Issue 1 - January 31, 2008
	Mastery Program: New Focus on Managing Your Business
	The new, revamped Mastery Program leverages the latest research into the trends and driving forces shaping our industry. The two and a half day intensive workshop has a new focus on helping you manage your business, manage your time, and create the capacity for new growth. Read more

	Working With Clients: Identifying Values, Creating Goals
	Helping your clients identify and understand their most deeply held values not only guides you in creating a specific investment plan, it creates a vision that will keep them on course throughout decades of investing. Read more

	Attracting Affluent Professional Clients
	Do you ignore affluent professional groups such as lawyers and doctors because you assume they do not typically seek financial advice? You may want to take a closer look. A recent survey shows that nearly three-quarters of affluent professionals feel that they have a great deal to learn about investing. Read more

	About AssetMark
	AssetMark Investment Services, Inc. is an investment management and consulting firm dedicated to helping Investment Advisors take their businesses to the next level of profitability and growth. AssetMark provides one of the most comprehensive fee-based investment management platforms in the industry, in addition to client relationship management tools and business development programs.
	Contact Information
	Western U.S. Encino, CA
	Eastern U.S. Chicago, IL
	Corporate Office Pleasant Hill, CA
	800-664-5345 www.assetmark.com
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