Business Consulting, powered by Assetmark
ANALYSIS, CONSULTING, AND RESOURCES TO HELP YOU DESIGN AND EXECUTE YOUR BUSINESS STRATEGY
Our business consulting services are powered by AssetMark and provide proven support and resources to advisors who want to maximize the value of their practices.
Our Business Assessment tool provides an analysis of your business performance, allowing you to benchmark your firm relative to peers. The comprehensive report provides you with key performance indicators to help optimize your business practices, valuation ranges, and “what if” analysis to pinpoint areas of opportunity for sustained growth.
Downloadable Resources to Create and Execute Your Business Strategy
Use the links below to access actionable tools and resources designed to help you strategically plan your business goals and execute them effectively. Organized into four modules focused on key pillars of your business, these materials are intended to help turn your ideas into action.
Marketing Your Business
Our Marketing module offers a variety of resources designed to help you elevate your brand, grow your business, and build meaningful relationships with prospective clients.
Key Resources
- 12-Month Marketing Calendar
- Building a Referral Management Guide
- Crafting Your Referral Conversation
- Referral Management Program Tool
Business Strategy and Planning
This module provides guidance for structuring your business to maximize revenue and profit.
Key Resources
- Business Valuation Maximization Plan Worksheet
- Creating Your Strategic Plan Worksheet
Client Experience and Operations
Through strategic guidance and actionable resources, this module helps position your business to enhance profitability and support sustainable growth.
Key Resources
- Comprehensive Menu of Services and Fee Schedule
- Segmenting Your Client Base and Creating a Service Model
- How We Work with Clients
- Rationalizing Fees
- Client Segmentation Revenue Sample
- Sample Fee Schedule with Industry Fees
Empowering Your Team
The success of your business depends on the strength of your team. These materials are designed to support smarter hiring decisions, employee growth, and long-term retention.
Key Resources
- Job Descriptions
- Sample Compensation Structures
This webinar series is designed specifically for advisors ready to accelerate their practice growth through effective, actionable strategies. Each webinar covers a different topic in the Business Consultant Library and features a downloadable resource to make the ideas actionable.
