Jumpstart your fall marketing with ready-to-share client-facing webcasts and ready-to-use resources. Our lineup offers a broad range of topics covering retirement planning, elections and the markets, and a Q3 market review, all designed for you to share. Use these events to deepen engagement with your clients, demonstrate your value to leads and contacts, and grow your business this fall.

Each event will reinforce the value of working with a financial advisor and remind your clients and prospects to reach out to you for more help and guidance.

Make AssetMark’s Fall Focus your own


Download the marketing plan for each event and access sample invitations, a recommended communication plan, and ideas to help reach your target audience. Want more? Download “Build Your Smart, Simple Marketing Plan” and the sample marketing calendar - and start growing your business with AssetMark, today. Watch Growing Your Business With AssetMark to get started.

Build Your Simple, Smart Marketing Plan


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Sample Marketing Calendar


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An Advisor's 
Advantage


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The Value of
an Advisor


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Stay Active this Fall


Fall into Fun with our Fall Activity Book! Full of sudoku, scavenger hunts, Mad Libs and more... it’s got something for everyone!


Fall Activity Book

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Thursday, November 12
4 pm ET | 1 pm PT

Retirement Reset with Mary Beth Franklin
Mary Beth Franklin, CFP®, Contributing Editor, Investment News, specializing in Social Security, Medicare and retirement income

Are you planning on retiring early or to work a bit longer? Join us to hear how your working years may impact your Social Security Benefit and claiming strategies. Mary Beth Franklin, a well-known expert on Social Security, will present practical knowledge and tips you can use to maximize your benefits and plan for a comfortable retirement.

 

 

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Tuesday, December 1
4 pm ET | 1 pm PT

Leading a Life of Legacy
Rabbi Daniel Cohen

A nationally known motivational speaker, Rabbi Cohen serves as senior Rabbi at Congregation Agudath Sholom in Stamford, CT, the largest modern orthodox synagogue in New England. His unique blend of authenticity, humor, wisdom and insight can help anyone better navigate contemporary society and lead a life of legacy.


Realize your best life now; join us to hear Rabbi Daniel Cohen and hear his framework living with deeper fulfillment and impact. Hear how personal acts of kindness can transform your perspective—and help change the world.

 

 

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C20-16485 | 08/2020 | EXP 08/31/2021