A recent report through JDPower Wealth Management Insight found that only 12% of consulting clients have interacted with advisors through COVID-19 video conferencing, although 73% said they used virtual communication platforms. Market resources includes tips on how advisors can leverage a variety of technologies to have interaction and market with clients and clients in new ways, virtually.
“Without the face-to-face interactions that monetary advisors generally rely on to interact with clients and prospects, many would probably be looking to master new technologies or devise new concepts to obtain visitor service degrees and grow their business because of the pandemic. “said Michael Kim, AssetMark’s chief customer. ” Because AssetMark’s project is to help advisors grow, whatever the challenge, we’ve introduced new marketing resources, along with investor training webinars, designed in particular to help advisors demonstrate their value and regain control of their company’s future in this new socially remote reality.
Downloadable resources were created as a component of your company’s growth webinar with AssetMark, which included AssetMark’s Fall Focus campaign, a seasonal diversity of webinars that advisors can invite clients and clients to attend on a variety of topics, adding retirement planning, Choice, and their perspective have an effect on the market. Fix and more. Each occasion includes its own downloadable marketing and communication plan, pattern invitations, and awareness tips that advisors can leverage to engage visitors and network components.
To receive more information on AssetMark’s Fall Focus and download new marketing resources, visit assetmark. com/fall-focus.
About AssetMark Financial Holdings, Inc.
AssetMark is a leading provider of comprehensive wealth control and response generation that help monetary advisors meet the changing desires of their customers and businesses. Through AssetMark, Inc. , its subsidiary of investment advisors registered with the U. S. Securities and Exchange Commission, has not been able to do so. Usa, AssetMark operates a platform that brings in combination fully built-in generation, personalized and scalable service and organized investment responses for monetary advisors and their businesses. For more than 20 years, AssetMark has focused on providing answers and facilities to help monetary advisors grow. AssetMark had $63 billion in platform assets as of June 30, 2020. For more information, scale assetmark. com.
SOURCE: AssetMark, Inc.