AssetMark Announces 2023 Practice Excellence Award Recipients
08 Mai 2023 - 6:15PM
AssetMark (NYSE: AMK), a leading wealth management platform
for financial advisors, today announced the recipients of its 2023
Practice Excellence Awards. These awards, now in their sixth year,
recognize financial advisory firms that have made significant
achievements in the areas of operational excellence and technology
adoption.
This year's honorees are:
2023 Operations Excellence Award – Accuracy of Submitted
Client RequestsDebi Tiell and Kit Tiell, Tiell Financial
Group (Bascom, OH)Jeff Fisher, Capital Financial Consultants Group
(San Juan Capistrano, CA)Sarah Alderman, Alderman Financial Group
(Commerce, TX)Eric Kaestner and Tom Fox, Strellner Financial Group
(Cedar Rapids, IA)
2023 Digital Practice Award – Overall Adoption of
Digital ToolsBeth Jones, Third Eye Associates, Ltd. (Red
Hook, NY)Randall Verlin, Verlin Financial (Kalamazoo, MI)Caleb
Frye, Life Planning Solutions (Great Bend, KS)Jathan Stisher, Gore
and Stisher Wealth Management (Albertville, AL)
2023 Green Planet Award – Adoption of
eDeliveryGreg Diamond and Neil Cohen, GCD Advisors, LLC
(Lincolnshire, IL)Joshua Baer, Empire Wealth Strategies (New York,
NY)
"We are pleased to recognize these financial advisory firms for
embracing new technology to perform traditionally manual middle-
and back-office functions," said Carrie Hansen, EVP and COO of
AssetMark. "By being strong, early adopters of AssetMark's new
digital tools, these advisors were able to complete client requests
faster and more accurately than ever before. This freed up precious
time they used to focus on what's really important – serving their
clients."
The Practice Excellence Awards were announced during the
kick-off of AssetMark's annual Customer Obsession Week, now a
two-week celebration starting today through May 26, 2023. "Customer
Obsession Week is one of the year's major highlights for our
company," said Hansen. "This is a time when we bring the entire
AssetMark team together to have fun and reflect on the incredible
work financial advisors do in support of their clients’ hopes,
dreams, and aspirations. By honoring these award winners for
operational excellence and embracing new technology, we're
highlighting how important it is for financial advisors to
incorporate digital tools into their practices as a way to
strengthen their own client-obsessed culture and stay
competitive."
The 2023 Practice Excellence Awards are issued by AssetMark and
recognize financial advisory firms for embracing new technology to
perform traditionally manual middle- and back-office functions.
Award recipients were selected by a panel of senior leaders in
AssetMark's Operations and Service organization. Nominees were
evaluated based on usage of our digital tools, accuracy, and volume
of work. Third-party rankings and recognitions are no guarantee of
future investment success and do not ensure that a client or
prospective client will experience a higher level of performance or
results.
About AssetMark Financial Holdings, Inc.
AssetMark is a wealth management platform that powers independent
financial advisors and their clients. Together with our affiliates
Voyant and Adhesion Wealth, we serve advisors of all models at
every stage of their journey with flexible, purpose-built solutions
that champion client engagement and drive efficiency. Our ecosystem
of solutions equips advisors with services and capabilities that
would otherwise require significant investments of time and money,
ultimately enabling them to deliver better investor outcomes and
enhance their productivity, profitability, and client
satisfaction.
Founded in 1996 and based in Concord, California, the company
has 1000 employees. Today, the AssetMark platform serves 9,200
financial advisors and roughly 241,000 investor households. As of
December 31, 2022, the company had $91.5 billion in platform
assets.
Contacts Investors:Taylor J. Hamilton, CFAHead
of Investor RelationsInvestorRelations@assetmark.com
Media: Alaina KleinmanHead of PR &
Communicationsalaina.kleinman@assetmark.com
SOURCE: AssetMark Financial Holdings, Inc.
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