As the independent broker-dealer channel evolves, advisors face growing pressure to expand their practices while delivering increasingly personalized client experiences. In this video, Michael Kim, President and CEO of AssetMark, discusses why advisor growth and personalization are central to the firm’s strategy and how platforms can better support advisors throughout the client lifecycle—from onboarding and portfolio construction to generational wealth and estate planning.
Delivering this level of personalization, however, requires technology that allows advisors to efficiently implement and manage customized portfolios across their client base. Platforms like Flyer Financial Technologies help advisors operationalize these strategies by providing integrated portfolio management, rebalancing and trading tools across asset classes—including equities, ETFs, mutual funds, and fixed income. The result is a scalable investment workflow that enables advisors to deliver tailored client outcomes while continuing to grow their practices.
