{"id":756000,"date":"2023-05-08T12:18:06","date_gmt":"2023-05-08T16:18:06","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/assetmark-announces-2023-practice-excellence-award-recipients\/"},"modified":"2023-05-08T12:18:06","modified_gmt":"2023-05-08T16:18:06","slug":"assetmark-announces-2023-practice-excellence-award-recipients","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/assetmark-announces-2023-practice-excellence-award-recipients\/","title":{"rendered":"AssetMark Announces 2023 Practice Excellence Award Recipients"},"content":{"rendered":"<div class=\"mw_release\">\n<p align=\"left\">CONCORD, Calif., May  08, 2023  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=ddhExLCXHeuPeDftx0aK8GTsXhYPUNY_uTGdDATn22zn_Yci4iwYVb5GjQbaIOyGlpg_ah1dxay3i_d04S4F8w==\" rel=\"nofollow noopener\" target=\"_blank\">AssetMark<\/a>\u00a0(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.<\/p>\n<p>This year&#8217;s honorees are:<\/p>\n<p>\n        <strong>2023 Operations Excellence Award \u2013 Accuracy of Submitted Client Requests<\/strong><br \/>\n        <br \/>Debi Tiell and Kit Tiell, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=go0xroaHwGHtSgqWGVybWe4wXNh7zuuEdyg832gBHd4TSuFcSGjPTWWgn9jKny_6UVmNGpYWMM_DzYIEk-tpfX6tJLeBZCi6lRyd5uZ21gw=\" rel=\"nofollow noopener\" target=\"_blank\">Tiell Financial Group<\/a><em>(Bascom, OH)<\/em><br \/>Jeff Fisher, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=KcCgFSILIuPurKEtGI_8tsMLzzZd44yhy8OR-o-P1qnVriLYMIxjHPizzFFUpldZmlWdZMJaUG62TJuTwexgky33kg502xAuOguHJ8-3RIRa2UJF4RD-LVv41bFo79qr\" rel=\"nofollow noopener\" target=\"_blank\">Capital Financial Consultants Group<\/a><em> (San Juan Capistrano, CA)<\/em><br \/>Sarah Alderman, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=MIc0J8HyHFtgcFqPu6FgqBjmmcxDU-dEA4zl6aiduIGVw4qHuqWk3kTugyNeUKFHoGNaxsb1ugukcoxO2IoQtlnPbwa1i8b1kr_L4iChdWo=\" rel=\"nofollow noopener\" target=\"_blank\">Alderman Financial Group<\/a><em>(Commerce, TX)<\/em><br \/>Eric Kaestner and Tom Fox, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=PbRIfcFgRAW9JVL7iNFknyeMZexzNPMoBvCPyE_uv-ms0N0UmP7KWCQk8qIlDWos6fcs7fCF_I6r0jSN1BTQgAUshKhMuh9TM1HNBa5OhAo=\" rel=\"nofollow noopener\" target=\"_blank\">Strellner Financial Group<\/a><em>(Cedar Rapids, IA)<\/em><\/p>\n<p>\n        <strong>2023 Digital Practice Award \u2013 Overall Adoption of Digital Tools<\/strong><br \/>\n        <br \/>Beth Jones, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=uV4FYMp55BmwLknhjpp2VPER5aPbDgiO11C8jaetnRmNS8_GlSR5W7nzvah9N7ITeE2T8orBBi6WV0fOwbaXJkVJ1anff2EBn201cchV7ZA=\" rel=\"nofollow noopener\" target=\"_blank\">Third Eye Associates<\/a>, Ltd. <em>(Red Hook, NY)<\/em><br \/>Randall Verlin, Verlin Financial <em>(Kalamazoo, MI)<\/em><br \/>Caleb Frye, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=qy4XZptb6X8oulOvVRbPBio30wmdbA5tIXvmp_fckPlyUs1InzxeE-oUsEtwCmfa9kyZukJOjP5EwrcJmHk0n_5sofKiu_PMQxSU3fEMOJI=\" rel=\"nofollow noopener\" target=\"_blank\">Life Planning Solutions<\/a><em>(Great Bend, KS)<\/em><br \/>Jathan Stisher, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=HxPYey_ncYc2LkgCTqy0sOw6fwkYvbfBrEIhmY1hkRYhl_ysYCP_2JnmQoif5HBEKjmQZl0lx6qA4SyxjZ4yjv9R1CKR2vb5YzTUGUTrDHx7vg8KbXTFZHKPOwGHu66x\" rel=\"nofollow noopener\" target=\"_blank\">Gore and Stisher Wealth Management<\/a><em>(Albertville, AL)<\/em><\/p>\n<p>\n        <strong>2023 Green Planet Award \u2013 Adoption of eDelivery<\/strong><br \/>\n        <br \/>Greg Diamond and Neil Cohen, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=barGPuxvEhoNAfhqysnJlhSVziYsfvYcEpW9TB99sFcdrtHtRlmdFJyl78R28tQ0H-gKUUZQq4GAddaZ5U52pkZ5RRnStOD19XFz8I6wnIw=\" rel=\"nofollow noopener\" target=\"_blank\">GCD Advisors, LLC<\/a><em>(Lincolnshire, IL)<\/em><br \/>Joshua Baer, <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=mZYDAPNo0x6wZDC9y_Sjl5n-JZSD28OvIYAhXshc_4Y5S6re7HUCg1PQJuwo4wu4nAgNEi3fLcjNRcSj-9QRh-fJaxwL_DT5ptdx7JCnJNw=\" rel=\"nofollow noopener\" target=\"_blank\">Empire Wealth Strategies<\/a><em>(New York, NY)<\/em><\/p>\n<p>&#8220;We are pleased to recognize these financial advisory firms for embracing new technology to perform traditionally manual middle- and back-office functions,&#8221; said Carrie Hansen, EVP and COO of AssetMark. &#8220;By being strong, early adopters of AssetMark&#8217;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&#8217;s really important \u2013 serving their clients.&#8221;<\/p>\n<p>The Practice Excellence Awards were announced during the kick-off of AssetMark&#8217;s annual Customer Obsession Week, now a two-week celebration starting today through May 26, 2023. &#8220;Customer Obsession Week is one of the year&#8217;s major highlights for our company,&#8221; said Hansen. &#8220;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\u2019 hopes, dreams, and aspirations. By honoring these award winners for operational excellence and embracing new technology, we&#8217;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.&#8221;<\/p>\n<p>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&#8217;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.<\/p>\n<p>\n        <strong>About AssetMark Financial Holdings, Inc. <\/strong><br \/>\n        <br \/>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.<\/p>\n<p>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.\u00a0<\/p>\n<p>\n        <strong>Contacts <\/strong><br \/>\n        <br \/>Investors:<br \/>Taylor J. Hamilton, CFA<br \/>Head of Investor Relations<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=cA0bpJKHHrKJZIhyIV4eVpKy5Zz_mzDvw1ksCMnA8MW7r6RREhbw1LxwTeyOQcXkxJFwI6m9crijQvT3l-j9wBgYvQQvcsSfjowxEji-87nvfqJCMN6Q5QHhOiMr1TrM\" rel=\"nofollow noopener\" target=\"_blank\">InvestorRelations@assetmark.com<\/a><\/p>\n<p>Media:\u00a0<br \/>Alaina Kleinman<br \/>Head of PR &amp; Communications<br \/><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=e4b7539eKcV8qKnORG6FLdcp0jxmuHbLeefPHeDWA5BOTyfO-BoJIAkUjE-_RQ0nNosXLGsBDzEYfn9qMa3aYhLhNEDT2MuO8pjBRwZ4rAZMKCTgsbwCFVgk5lVUjQer\" rel=\"nofollow noopener\" target=\"_blank\">alaina.kleinman@assetmark.com<\/a><\/p>\n<p>SOURCE: AssetMark Financial Holdings, Inc.<\/p>\n<p>      <img decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODgzMzQzNSM1NTc5MDMyIzIwODc0NzU=\" \/><br \/>\n      <br \/>\n      <img decoding=\"async\" src=\"https:\/\/ml.globenewswire.com\/media\/Njk2ZTIzM2QtNGM3My00MDM0LTk5NWMtMjU4NmI2ZWNhMTMyLTEwOTkwNDY=\/tiny\/AssetMark-Inc-.png\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CONCORD, Calif., May 08, 2023 (GLOBE NEWSWIRE) &#8212; AssetMark\u00a0(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&#8217;s honorees are: 2023 Operations Excellence Award \u2013 Accuracy of Submitted Client Requests Debi 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 \u2013 Overall Adoption of Digital Tools Beth Jones, Third Eye Associates, Ltd. (Red Hook, NY)Randall Verlin, Verlin &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/assetmark-announces-2023-practice-excellence-award-recipients\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;AssetMark Announces 2023 Practice Excellence Award Recipients&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-756000","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AssetMark Announces 2023 Practice Excellence Award Recipients - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/assetmark-announces-2023-practice-excellence-award-recipients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AssetMark Announces 2023 Practice Excellence Award Recipients - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CONCORD, Calif., May 08, 2023 (GLOBE NEWSWIRE) &#8212; AssetMark\u00a0(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&#8217;s honorees are: 2023 Operations Excellence Award \u2013 Accuracy of Submitted Client Requests Debi 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 \u2013 Overall Adoption of Digital Tools Beth Jones, Third Eye Associates, Ltd. 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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&#8217;s honorees are: 2023 Operations Excellence Award \u2013 Accuracy of Submitted Client Requests Debi 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 \u2013 Overall Adoption of Digital Tools Beth Jones, Third Eye Associates, Ltd. 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