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About Me

Based in Iowa, I'm a creative soul with 10 plus years of marketing experience—the last several in the financial/insurance industry.

How I Work

I listen, learn, collaborate, research, create, and execute. I contribute to each step of the journey from initial ideation to final execution. 

My Ethos

I have all the hard-working Midwest traits you'd expect! Plus, a creative, problem-solving attitude to find solutions.

Get in Touch

Let's talk! 

Email: kljones1102@gmail.com

Cell: 515-402-2032

Brochures & Flyers

Digital Marketing - Emails

Event Follow-Up Email - Survey

We hope you felt right at home along the river at Montage Palmetto Bluff for Elite Platinum Summit! We enjoyed rolling out our version of Southern hospitality as we covered industry trends, best practices, and AssetMark platform enhancements that can create longevity in your business and strengthen client relationships.

We’d love to hear what you liked best and how we can make future events even more valuable for you. Please take a few minutes to provide feedback.

Event Follow-Up Email - Recap

[FirstName],

Thank you for joining us for an extraordinary Southern escape.

As a Platinum Elite advisor, you’re already as gritty as they come! Your outstanding achievements are a measure of your passion and long-term perseverance. We hope the Elite Platinum Summit helped stoke those passions and sent you home with some newfound inspiration for bold innovation.

Highlights from the event, including presentations and photos, are available on our Elite Platinum Summit page.

Plus, be sure to sav...

Discover Your Benefits - Monthly Email

As part of the Advisor Benefits program, you can access many tools and resources—some even at no cost. Our goal is to help you discover benefits you may not be using and help you use more of the ones you are to achieve your business goals.

Are you currently using video to connect with clients? If not, you should.

Watch this short video and read the tips below for ways to use video to engage clients and prospects.

Cultivate Leads: Use videos to connect and build relationships with prospective...

Discover Your Benefits - Monthly Email

Have you been to Gold Forum?

Gold Forum gathers hundreds of our top advisors for interactive experiences to connect, educate, and inspire. We carefully select thought-provoking speakers to lead keynote sessions and workshops and bring AssetMark’s best and brightest—all to help make an impact in your lives and those of your clients.

Make sure you’re on the invite list for Gold Forum 2025 by taking advantage of reduced tier minimums!

You must have $35 Million in AUM on the platform by the end o...

Discover Your Benefits - Monthly Email

Do you have a year-round appreciation strategy?

Tis the season for holiday music, inflatable figurines, and showing appreciation for those you love and that are meaningful in your life—like your clients! But showing appreciation for your clients shouldn’t only come out with the eggnog. Thoughtful appreciations should be something we think about year-round. Does that sound overwhelming?

As you’re putting together your client gift list—and checking it twice—here are some gift-giving tips and res...

Sales Initiative Email

One in four HNW investors indicate they left their previous advisor to gain access to more products and services.—2023 US Wealth Report

The high-net-worth (HNW) market is a significant one and is projected to keep growing. Are you prepared to deliver the services these wealthy clients expect?

If you’re looking to serve these investors effectively, there are two main things you need to do:

Right now, there’s a gap when it comes to meeting the needs of HNW investors. Four of the top five servic...

Sales Initiative Email

Are you taking advantage of the untapped opportunity around cash management?

Most advisors seem to recognize that cash management services would give them a competitive edge, but few actively provide solutions or engage in conversations about their clients’ cash reserves.

Three reasons to engage clients on cash:

When you’re ready to engage your clients in the cash discussion, here are just a few of AssetMark’s expanded cash solutions:

View our line-up of cash accounts and short-term investme...

Webinar Invite

The very best performers aren’t born that way, they have to learn excellence.

Dr. Eric Potterat, a leading performance psychologist, has worked with the world’s top performers across a multitude of different fields—US Navy SEALs, NASA astronauts, elite athletes and Olympians, entertainers, first responders, and business leaders.

Years of working with and researching these elite performers have allowed him to better understand the science of mental toughness and how the same techniques that mak...

Webinar Follow-Up Email - Attendees

Thank you for attending our Learned Excellence Webinar with Dr. Eric Potterat. I hope the insights provided were as inspiring and enlightening to you as they were to me—for every aspect of our lives.

You can access the replay if you need a refresher on Dr. Potterat’s teachable and actionable mental performance techniques.

And, if there is anything AssetMark can do to help you remove roadblocks impeding your performance, give you back more time to spend with clients, or help you showcase your e...

Webinar Follow-Up Email - Non-Attendees

Sorry we missed you at our Learned Excellence Webinar with Dr. Eric Potterat.

I hope you’ll take the time to listen to the replay and hear Dr. Potterat’s teachable and actionable mental performance techniques to help each of us perform at our very best in every aspect of our lives.

If there is anything AssetMark can do to help you remove roadblocks impeding your performance, give you back more time to spend with clients, or help you showcase your expertise, let us know! We are here to help you...

Bi-Monthly Newsletter - The Bulletin

Do You Have a Plan for Growth?

Designing a plan for growth is critical to the success of your business. Your goals must be broad enough to propel you towards what you are aiming for, yet specific enough to understand how you can reach that aspirational point.
In taking a closer look at the experiences and successes of top performing firms, we are reminded that growth is not necessarily tied to finding the perfect activity, communication, or event. In...

Bi-Monthly Newsletter - The Bulletin

Generosity Meets Strategy with Donor-Advised Funds

For high-net-worth (HNW) and ultra-high-net-worth (UHNW) donors, philanthropy is often more complex than writing a check once a year. These individuals and family members generally have a broader menu of giving options to choose from to make a greater impact. So, exploring more advanced strategies to help them meet their goals is especially important.
Let's take a closer look at donor-advised funds (...

Top Advisor Growth Study Invite Email

You are part of a select group of advisors on the AssetMark platform, and to support your continued success, we have a special opportunity for you!

For a limited time, we are making a complimentary CliftonStrengths Assessment by Gallup available to you.

This assessment is part of an AssetMark study designed to understand how financial advisors can leverage their individual strengths for greater business success. If you choose to participate, you will receive:

By participating, you agree to:...

Quarterly Upgrade Email

Congratulations! You’ve achieved Gold Status.

You now have instant access to status-based benefits:

And can access activity-based benefits, such as*:

Check out your Benefits Dashboard to view the entire list of eligible benefits, complete growth activities, and request activity-based benefits.

Your achievement award is being elevated, so keep an eye out for your Gold block to add to your existing award.

Questions? Contact the Advisor Benefits team at AdvisorBenefits@AssetMark.com.

AssetMar...

Webinar Invite

Within the next ten years, 40% of industry assets will be in transition due to advisor retirements. And a quarter of those retiring advisors are unsure of their succession plan.1

Introducing AdvisorLinkSM

AdvisorLink, powered by FindBob, is designed to support advisors like you with succession, continuity, contingency planning, mergers, and acquisitions (M&A).

Join our webinar on Wednesday, November 1, 2023, at 11am PT / 2pm ET to learn how this innovative digital succession planning tool can...

Webinar Invite

You help your clients prepare for retirement every day. Do you have a plan?

Within the next ten years, 40% of industry assets will be in transition due to advisor retirements. And a quarter of those retiring advisors are unsure of their succession plan.1 These statistics have fueled the need for industry-wide succession planning and a scramble to capture the books of business of retiring advisors.

Introducing AdvisorLinkSM

AdvisorLink, powered by FindBob, connects you with other AssetMark adv...

Advisor Benefits Program - Survey Email

This year, we made changes to our Advisor Benefits program to give you more opportunities to access benefits when you reach the next level of status. Our goal with the updated program was to keep enhancing the benefits to help drive you to the next level of growth in your business.

Please take a moment to provide feedback on the new program and your thoughts on the status levels, benefits, and marketing.

Your feedback is crucial to us as it is our opportunity to hear directly from you and have...

Marketing Advantage Blueprint - Monthly Email

New content, feature updates, and upcoming webinars—it’s all here in the June issue of the Blueprint. This monthly email helps you take advantage of all the features and benefits you can access by participating in Marketing Advantage. Keep reading to learn more.

60-Second How-To Video: Brand New Content! Age-Based Targeted Campaigns

It’s no secret that the more targeted and customized communication is to your clients and prospects, the more impactful it is. That’s why we’re excited to introduc...

Marketing Advantage Blueprint - Monthly Email

We’d like to introduce you to the Blueprint. This monthly email is intended to help you take advantage of all the features and benefits you can access by participating in Marketing Advantage. Keep reading to learn about new content, feature updates, upcoming webinars, and more.

60–Second How-To Video: Introducing the Blueprint

Watch this quick video to learn how to utilize the Blueprint for your marketing efforts.

New Content to Marketing Advantage

This content has been recently added or upd...

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