Experienced Financial Advisors

• Why Ameriprise Financial
• Financial Planning at Ameriprise
• Our Business Models
• Support for Your Practice
• Technology
• Transition Process
• Take the Next Step
• Selling Your Practice
  • Developing Your Succession Plan
  • Valuing Your Practice
  • The Sales Process
  • Real-Life Advisor Story

Why sell your practice to an Ameriprise financial advisor?

As a successful financial advisor, you've built more than a business. You've developed long-lasting relationships with clients who turn to you daily for help achieving their financial goals. Ameriprise financial advisors share that commitment to clients. With an Ameriprise financial advisor as your successor, you can have peace of mind knowing your clients will get personalized advice to help them plan for their goals and put their dreams more within reach.

Here are other reasons to turn your practice over to an Ameriprise advisor.

Benefits for you

• Choose a successor who shares your values. We'll help you find an advisor you can trust to treat your clients the way you have. Ameriprise Financial has one of the nation's largest advisor forces in the U.S.¹
• Retire your way. Decide whether to sell your practice outright or slow down over time. Transition most of your clients to your successor and then join Ameriprise to continue working with select clients for as long as you'd like. Or, join Ameriprise just for the transition.
• Reap the financial rewards of the practice you've built. Ameriprise Financial is a strong and stable FORTUNE 500^® company ² that actively supports our advisors by providing access to the funding they need to acquire new practices.
• Get dedicated, step-by-step support. Our team of specialists will be there for you, your clients and your successor to help manage your transition and assist with integration.

Benefits for your clients

• Personal financial planning and advice. Our unique, holistic approach takes a broad and comprehensive view of your clients' finances. Ameriprise is America's leader in financial planning ³ with more CERTIFIED FINANCIAL PLANNER ^TM professionals and financial planning clients than any retail advisory force.⁴
• Access to a wide range of products and services, including stocks, bonds, proprietary and nonproprietary mutual funds, insurance, cash and tax management solutions, credit cards and managed money programs.
• Fee-free account transfers. Ameriprise will reimburse ACAT fees associated with transferring client accounts.
• Free-for-Life Ameriprise IRAs: Clients who choose to participate in our Free-for-Life program pay no annual custodial fees when they roll $10,000 or more into a new or existing Ameriprise IRA.

Whether you're planning to sell your practice or just thinking about it, contact us to talk about a succession plan.

¹ Source: Ameriprise Financial 2010 Annual Report

² FORTUNE Magazine, May 23, 2011.

³ Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >^® approach is about more than just numbers, it's both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER^TM professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the Certified Financial Planner Board of Standards, Inc. as of Dec. 31, 2010.

⁴ Source: Certified Financial Planner Board of Standards, Inc. and based on the number of financial planning clients disclosed annually, as of each firm's year-end, by registered investment advisors on www.adviserinfo.sec.gov as of Dec. 31, 2010.