Dana Burkhardt serves as Vice President and Head of Business Consulting at AssetMark, where she leads both the Business Consulting and Advisor Programs teams. With a career spanning over 20 years in financial services and business strategy, Dana has become a respected leader in helping financial advisors grow and evolve their practices.
In her role, Dana is responsible for shaping the vision, strategy, and execution of consulting engagements that support advisors across all stages of their business journey. She has built a reputation for developing and delivering thoughtfully designed programs that drive measurable organic growth—helping advisors increase new client acquisition, expand wallet share, and deepen client relationships.
Under Dana’s leadership, AssetMark’s consulting initiatives focus on long-term planning, operational efficiency, human capital development, and enhancing the client experience. She also champions strategic partnerships that empower advisors with tools, resources, and support to implement scalable growth strategies. From launching new practices to supporting complex acquisitions and succession plans, Dana and her team deliver tailored solutions to meet the diverse needs of today’s financial advisors.
Known for her dynamic presentation style and deep industry insight, Dana is a highly sought-after speaker, having presented to many of the industry’s leading organizations. Her ability to connect authentically with audiences has made her an influential voice on topics ranging from practice management to strategic business transformation.