Financial planning drives growth — planning clients have 3x more assets under management at Ameriprise Financial than non-planning clients do.1
This is why you became a financial advisor
As America's leader in financial planning,* Ameriprise gives you the support, technology, products and services you need to deliver what your clients need - a comprehensive approach to identifying and achieving their financial goals. Our financial planning process is designed to help you provide clients with customized and ongoing guidance and advice, not just a one-time plan.
We're committed to financial planning and advice because over the years we've learned it's the best way to help clients achieve their dreams, as well as a proven way to help you build and grow your practice. You'll gain a comprehensive view of each client's financial situation, be able to address gaps that may not be apparent in investment-only relationships and have access to a wider range of solutions to fill those gaps.
By differentiating yourself in this way, the likelihood of your practice growing is increased as research shows planning clients are also significantly more satisfied and 80% more likely to refer friends and family versus 68% of non-planning clients.2
Presenting the Confident
In addition, our exclusive Confident Retirement® approach provides a straightforward framework for advisors and clients to create a sound retirement plan. This approach engages clients in a meaningful conversation and that covers both essential and lifestyle expenses, assesses vulnerability to the unexpected and helps in leaving a legacy.
- Find out how you can help clients feel more confident about retirement using our Confident Retirement approach and additional resources.
- Discover the depth of our product and service solutions.
1 Annualized 2nd qtr. 2011 - Ameriprise Information Management.
2 2010 Ameriprise Financial Planning Longitudinal Study.
Confident Retirement is not a guarantee of future financial results.
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October 29, 2013
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On Wall Street