Serving Like You Mean It

AssetMark COO, Carrie Hansen joins Ann and Jordan to discuss how “client obsession” grew from a simple idea into a defining part of AssetMark’s culture. Carrie shares why great service creates lasting loyalty, how technology should strengthen and not replace human relationships, and what it takes to build teams that genuinely care about the people they serve. She also offers practical ways advisors can create more meaningful client experiences in their own firms through their own version of client obsession. AM Radio is a podcast produced by AssetMark. AM Radio: Conversations in Wealth Management brings listeners inside AssetMark for candid conversations with the leaders, innovators, and advisors transforming the future of advice. Each episode explores real stories, practical insights, and the human side of an industry built on trust and service. From leadership and culture to technology, private markets, and the evolving role of the advisor, AM Radio examines the ideas shaping where wealth management is headed next. Designed for financial professionals who want to stay informed, inspired, and connected to the future of advice. AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. ©2026 AssetMark, Inc. All rights reserved. For financial advisor use only.