"Personal CFO” | The Next Job Description for Financial Advisors?
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"Personal CFO” | The Next Job Description for Financial Advisors?
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In this episode of RIA Confidential, Jonathan Andrews and Ray Gettins explore how client expectations are changing and what that may mean for advisors building independent firms.
The conversation features highlights from Ray’s interview with Michael Kim, President and CEO of AssetMark, recorded during the AssetMark Leaders Summit.Michael discusses why more clients are looking for one trusted advisor who can help coordinate the bigger financial picture, not just manage investments. That can include planning, taxes, estate considerations, business-owner needs, wealth transfer, and knowing when to bring the right specialist into the conversation.
He also explains why advisors do not have to build every capability themselves. The right partners can become an extension of the advisor’s office, helping create more capacity while allowing the advisor to stay focused on the client relationship.
Jonathan and Ray then bring the conversation back to the independence decision: What should remain on the advisor’s plate? What expertise should sit around the advisor? And if clients increasingly expect more than investment management, what kind of firm needs to be built to support that role?
The episode also puts one striking number into context: in 2025, the United States added roughly 1,200 new millionaires per day, reinforcing the growing demand for sophisticated advice and broader financial guidance. AssetMark is a Champion sponsor of RIA Confidential.
To learn more about how AssetMark helps RIAs create capacity, access additional expertise, and grow and scale their businesses, visit: RIAConfidential.org/go/assetmark
And for more tools and resources for advisors exploring independence, visit:
RIAConfidential.org
This episode Ray Gettins’ recorded conversation with Michael Kim, President and CEO of AssetMark.
Episode Footer - Ready to take control of your future?
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- Connect with us on LinkedIn at RIA Confidential Podcast
- Book a confidential call with Ray at RIAMentor.com
- Visit our website: RIAConfidential.com
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