AssetMark regularly runs educational events to help advisors figure out the markets, their role in the industry and how to develop their professional lives. If you're an affiliate, you already know how these sessions enhance the calendar. Even if you're not, you can still participate.
Here are the replays and descriptions of the two most recent events:
Aligning Your Services and Fees
In this session we'll review how to create client-facing materials designed to reinforce your service offering and walk through the elements you need to include when creating a best-practice service model for your firm. We'll also discuss recent industry data around client fees, different pricing models, and review the importance of have a clear and documented fee schedule when working with clients. Watch the Replay
Time for Your Mid-Year Checkup: What’s Ahead for 2021?
Join Kezia Samuel, Vice President of Client Portfolio Management, and Frank Roe, Vice President of Sales and Consulting, for a half-year review of 2021. Gain insights about what lies ahead in the post-pandemic world and have an opportunity to ask questions at the end. The discussion will include:
* Key themes that shaped the markets in 2021
* Finding investment opportunities despite the strong rally over the last year
* Addressing the wall of worries: Rising inflation, proposed tax increases and the mountain of national debt
