Experienced Financial Advisors

• Why Ameriprise Financial
• Financial Planning at Ameriprise
• Our Business Models
• Support for Your Practice
• Integrated Technology
• Transition Process
  • Transition Support
  • Transitioning Your Clients
  • Training & Development
• Selling Your Practice
• Take the Next Step

Dedicated support throughout your transition

Our transition professionals are among the most experienced in the financial industry, and many have been with Ameriprise Financial for years. They're dedicated to making sure client and product transitions are handled smoothly and effectively.

Before you make the move

Our primary objective is to give you a complete understanding of what joining Ameriprise Financial will mean to you, your book of business and your clients. That's why we offer extensive due diligence before you decide to make the move. We'll be available to:

• Discuss our approach to advice-based relationships and the opportunities available to you
• Show you how your book of business will transition by outlining our service and product offerings
• Prepare for your transition by making sure all your questions are answered — gathering additional information whenever necessary

Getting off to a strong start

As soon as you join Ameriprise Financial, you'll have the support you need to start off strong and continue successfully, including:

• A dedicated transition manager to provide guidance and ensure you have access to the resources and support you need
• The support of local field leadership available to answer questions, discuss your local and regional business concerns and provide hands-on training throughout the first 120 days
• Access to the Advsior Business Development Group to support your growth through client acquisition, financial planning and practice management
• On-site orientation for you and your staff ¹

Marketing your move

To announce your new affiliation to clients and business contacts, Ameriprise provides an array of professional, preapproved marketing materials including:

• Business cards and stationery
• Announcement cards
• Preapproved press release
• Local advertisements
• Personalized client letters
• Turnkey seminars and events
• Personal website

Your transition manager and field leader will have templates and best practices you can utilize to develop a communication strategy appropriate for your move. Of course, marketing specialists will also work with you throughout your transition to integrate the tools that make sense for your practice.