[FirstName],

You are part of a select group of advisors on the AssetMark platform, and to support your continued success, we have a special opportunity for you!

For a limited time, we are making a complimentary CliftonStrengths Assessment by Gallup available to you.

This assessment is part of an AssetMark study designed to understand how financial advisors can leverage their individual strengths for greater business success. If you choose to participate, you will receive:

• A complementary CliftonStrengths assessment with a full personalized report and a personal consultation to discuss the results—a $300 value!
• Entry to win five assessments for your team members and a team report worth over $300
• A copy of AssetMark’s study findings once the research is complete

By participating, you agree to:

1. Complete the CliftonStrengths assessment
2. Meet with your Business Consultant to discuss the findings
3. Complete a brief survey from our third-party research firm that follows your consult

If you’d like to gain a deeper understanding of your talents and how to use them to strengthen your business, please accept our invitation to participate. Assessments must be completed by Monday, March 18, 2024.