Matt Matrisian, MBA | Source | Head of Client Growth at AssetMark
Matt Matrisian, MBA
Head of Client Growth at AssetMark
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Matt believes the best investment outcomes begin with advisor-centric tools and capabilities that wrap around the needs of the investor. As a pioneer in advice delivery transformation, Matt’s twenty-year career has focused on simplifying the complexity of the financial services industry, supporting the evolution of advice delivery, and enhancing advisor value.
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AssetMark
Head of Client Growth
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Financial advisors ignore succession planning at their own peril
Experts detail the nuances of navigating ownership transition plans, and it's rarely a straightforward and easy path.
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What I see from a lot of firms is they’re relying on an individual to take over their business, but we know that stuff happens.
