Whitepapers Archive  |

June 2023   


Monetize a Career’s Worth of Hard Work:
The Financial Advisor’s Succession Plan


If you are an advisor contemplating retirement from helping others, and shifting the focus to helping yourself, let Ameriprise help you do it!  We can assist with the complexities of transitioning and monetizing your practice and settling into a comfortable retirement with the financial resources you deserve.

Marketing Matters: Control Your Story, Control Your Future.

Marketing your business is harder than ever. The environment is volatile, client expectations are rising, and the competition is loud.

This guide covers how to use content at each stage of the marketing funnel, identify channels that play to your strengths, the five questions your website must answer, and much more.

The key to marketing success is making sure you are delivering the right message to the right audience at the right time. You don’t have to be louder. But you do have to be smarter. AssetMark’s new guide, “Marketing Matters Control Your Story. Control Your Future.” is full of insights, best practices, and actionable guidance to help you rise above the noise and deliver your story to your audience.

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Creating A Goals-Based Income Plan For Retirement

A retirement income plan should begin with a discussion of goals: how much do I want to pass on to others and how much savings do I want to spend on my lifestyle in retirement? What lifestyle do I hope to have? How much investment risk am I willing to take and how flexible am I willing to be with my spending once I retire? Retirees today have the freedom to design a plan that fits their unique lifestyle goals. Let's build a plan that makes sure you get the most out of the money you've saved.



Cyber Threats to Client Wealth & Well Being

Cybertheft is a $10.5 billion industry that has grown 600% during the pandemic. The question for advisors and their clients is not if they will be hacked but when. Here is an examination of the problem and what proactive steps you as an advisor can take.



Multifamily & Private Real Estate in Economic Downturns

The pending recession in daily headlines and the correlated performance of the S&P 500 index are leading many investors to look at alternative options for placing their capital. Private equity real estate and the multifamily asset class remain a strong option for investors regardless of market environment. In our nearly 60-year history, Grubb Properties has never had a property-level foreclosure, deed in lieu, or bankruptcy. We attribute this track record to remaining resilient in our investment philosophies, taking a conservative approach towards debt, and delivering a product that is in critical shortage. Download our latest whitepaper to learn more.