Experienced Financial Advisors
We've invested more than $4 billion over the past five years on acquisitions, new products, tools and capabilities.
Source: Ameriprise Financial 2010 Annual Report.
Helping you grow and manage your practice
Affiliating with Ameriprise Financial can make it easier for you to strengthen your practice with a nationally advertised brand, innovative products and research, turnkey local marketing, and training across all areas of financial planning.
You'll have the support of a dedicated transition team beginning on your first day with Ameriprise Financial. Both local and corporate office members will work with you to help make your transition a seamless success. You'll also have access to key resources like these:
- Business development
- Tools to build your practice, including financial planning resources and specialists, business planning tools, practice management consultants, referral marketing, lead generation systems, alliance programs and more
- Integrated technology with built-in compliance that supports a broad range of financial planning software, including custom and off-the-shelf advisory, planning, probability and portfolio analysis tools
- Accessible leadership, from the president of the Personal Advisors Group to your field leader, who will make certain you have the support and answers you need
- Marketing programs, such as advisor websites, turnkey direct mail campaigns, local ads, client newsletters, seminars, educational papers and specialized segment marketing programs to generate awareness and deepen client relationships – plus client loyalty programs that automatically deliver benefits and rewards to your best clients
- Online research that provides three levels of equity research, information and tools to evaluate product opportunities
- Support staff and sales assistance at local and national levels, whether you work as an employee financial advisor or a franchise advisor
- Professional development and training opportunities, including peer-to-peer mentoring and partnering, CFP® certification support, continuing education workshops, online classes, seminars, team training and leadership specialists, so you can learn and grow at every stage of your career
- Succession planning opportunities to help franchise advisors eventually sell practice equity through a succession plan, or directly through our internal market of ready buyers. Or, if you're thinking about selling your practice now, contact us.
- We recognize the difference women advisors can make in this industry, and we've put in place the support, tools and flexibility they need to run and grow their practice in a way that's right for them.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.