Natalie Woflsen is the CEO of AssetMark, a WealthTech platform that empowers independent financial advisors to deliver impactful investor outcomes and grow their practices. As CEO of AssetMark, Natalie is focused on leading the company’s strategic vision, which encompasses its platform of curated investment and tech solutions, business consulting and operations support, and strategic acquisitions. Before joining AssetMark, Natalie served in several leadership roles, including Head of Marketing for First Eagle Investment Management and Head of Product Management and Development for Pershing. Natalie earned her Bachelor of Arts degree from the University of California, Berkeley, and her Master of Business Administration from UCLA’s Anderson School of Management.
Natalie joins me today to discuss how financial advisors can ensure that service is at the heart of everything they do in their practice. She explains how advisors can maintain deep and meaningful relationships with their clients during unstable market conditions. She outlines the different growth paths financial advisors can follow to take the next step in their careers and offers advice on being a senior leader in an organization. Natalie also describes the financial behaviors of different generations of investors and underscores why communication is essential to a financial advisor’s success.
“Service is a choice—you choose to invest in it, you choose to be client-focused, and you have to be investing and improving all the time. A client culture means a service culture” – Natalie Wolfsen
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About the Model FA Podcast:
The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.
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