Our advisors pursue deep and long-lasting relationships with clients. As a result, Ameriprise Financial Services has more financial planning clients than any other company.1
Additional assets, more referrals
Financial planning at Ameriprise Financial is centered on personal relationships between advisors and clients. Our unique and collaborative Dream > Plan > Track >® approach is designed to help you provide clients with ongoing guidance and advice by discussing all aspects of clients’ financial lives, beginning with a simple conversation about their dreams and goals. You’ll track clients’ progress and over time, as clients’ dreams evolve and change, you’ll adjust their plan and recommend solutions to help them reach their new dreams.
This long-term 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. 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. 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 And by providing a unique client experience — giving clients the opportunity to talk about their needs and dreams, rather than just their money – you’ll be able to make a real difference in their lives.
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. In fact, planning clients have three times more assets under management at Ameriprise than non-planning clients.3
1 Based on the number of financial planning clients SEC-registered investment advisors disclosed annually. Date as of Dec. 31, 2011 available at www.adviserinfo.sec.gov.
2 2010 Ameriprise Financial Planning Longitudinal Study.
3 Annualized 2nd qtr. 2011 – Ameriprise Information Management.