AssetMark Investment Services, Inc.
Advisor Insights Monthly Newsletter
  Short Take  
 

AssetMark will be hosting its 5th annual Gold Premier Consultant Forum from September 18-20 at the Palace Hotel in San Francisco. The deadline to qualify is fast approaching - you must attain Gold Premier Consultant Status by having $25 million or more committed to the AssetMark program by May 31st, 2008.

To learn more about the Forum and qualifications, please contact your Regional or Internal Consultant.

 
  Archives  
 

Vol 6:03 - Apr. 4, 2008
Vol 6:02 - Mar. 3, 2008
Vol 6:01 - Jan. 31, 2008

  
  Volume 6: Issue 4 - May 20, 2008  
  Survey Says: AssetMark Ranked #1 for Value Added Programs  
 

AssetMark was recognized as the top firm for value added programs in a new survey of nearly 2,000 independent financial advisors, with our Mastery, Premier Consultants and Coaching programs singled out for praise.  Read more.

  
   
  Internet Use and Client Loyalty
  
 

The more a client uses the internet for financial transactions, the less loyal they are likely to be - at least according to one recent survey. With internet use growing, you need to develop a strategy for keeping your 'net savvy clients engaged with your firm.  Read more.

  
   
  Today's Time, Tomorrow's Money
  
  Need a reason to outsource? The more time spent with clients and prospects, the more successful you are likely to be. In fact, advisors who devote up to 60% of their time to clients earn up to three times as much as their peers.  Read more.  
  About AssetMark  
 

AssetMark Investment Services, a subsidiary of Genworth Financial, 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		  
   
 
Copyright © 2008 AssetMark Investment Services, Inc.
 
     
     
 
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