Strategist of the Month UBS will be featured as our Strategist of the Month for March. We'll send announcements shortly regarding UBS's upcoming online webinar as well as additional market insights and marketing materials that are part of the Strategist of the Month program.
If you missed last month's program with Goldman Sachs, you can access their webinar here.
Strategic Alliances Create Better Service, More Referrals
By creating alliances with attorneys, accountants, insurance agents and others, you can create a comprehensive team to meet your client's needs. The end result: better service for your clients and an increased network driving referrals to your business. Read more
High Net Worth Clients: Tax Season is All Year Round
For most High Net Worth households, tax planning is a year round activity. With 40% looking for new ways to reduce taxes, and many looking for a single provider to meet all their financial needs, it makes sense to create strategic partnerships with tax planners. Read more
The Art of Investing: Become Part of the Story
The second edition of The Art of Investing by AssetMark co-founders Ron Cordes, Brian O'Toole and Richard Steiny has been released. If you are a Premier Consultant, you can be a part of this road map for investing success by writing a customized introduction and distributing the book to your clients. 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.
UBS will be featured as our Strategist of the Month for March. We'll send announcements shortly regarding UBS's upcoming online webinar as well as additional market insights and marketing materials that are part of the Strategist of the Month program.