Experienced Financial Advisors
Advisor productivity increased 24 percent over one year ago, driven by improved client activity, assets under management and our focus on experienced advisors.
Source: Ameriprise Financial 2010 Annual Report.
Additional assets, more referrals
Our approach to financial planning can help you grow your practice. You'll gain a comprehensive view of each client's financial situation and have many opportunities to deepen client relationships using our financial planning process. You'll also 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. Clients may also be more likely to refer friends and family because you'll be providing a unique client experience — giving your clients the opportunity to talk about their needs and dreams, rather than just their money.
Build and protect your practice
With our approach, your business will rely less on individual transactions and more on the long-term client relationships you build. Financial planning at Ameriprise can provide a reliable source of income, lead to higher rates of retention and encourage clients to consolidate their assets with you.
Leveraging the brand
A powerful way to grow your practice is by utilizing our nationally recognized brand. We’ve developed proven, turnkey marketing programs that can deliver results that save advisors time and money. Whether you’re looking to acquire new clients or increase share of wallet with existing clients — or both — our national advertising and local marketing programs can deliver.
Differentiate yourself
See how our Dream > Plan > Track >® approach can help you provide clients with ongoing guidance and advice, not just a series of trades or a one-time plan.
Growth through practice acquisition
We have many acquisitions under our belt and the proven best practices and processes you need to identify the practices that could be right for you. Through acquisitions, you can acquire clients en masse, uncover new referral opportunities, realize asset and production growth and take your practice to the next level. Our dedicated practice acquisition team can help guide you throughout the transition — from sourcing all the way through on-boarding.