Dear [FirstName],

You help your clients prepare for retirement every day. Do you have a plan?

Within the next ten years, 40% of industry assets will be in transition due to advisor retirements. And a quarter of those retiring advisors are unsure of their succession plan.¹ These statistics have fueled the need for industry-wide succession planning and a scramble to capture the books of business of retiring advisors.

Introducing AdvisorLink^SM

AdvisorLink, powered by FindBob, connects you with other AssetMark advisors to explore prospects and prepare your continuity or succession plan in an exclusive community on your terms.

Join one of our webinars to learn how this revolutionary digital succession planning tool can help you start planning for your future.

You'll get:

• A comprehensive tour of the AdvisorLink platform
• An understanding of why AdvisorLink is beneficial
• Instructions on how to access the tool and get started

Pick the date that’s convenient for you!

Register: Wednesday, October 18, 2023, at 11am PT / 2pm ET

Register: Wednesday, November 1, 2023, at 11am PT / 2pm ET

Speakers

Don’t miss this opportunity to start planning for your future! Questions? Reach out to your AssetMark Consultant.

Thank you,

Advisor Benefits Team