“The best part of the transition process to Ameriprise was knowing that I had a strong team supporting my move and I would have a suite of technology tools to help me better serve my clients.”
— Donna Cates, CDFA™ Ameriprise Financial Advisor
Making your move seamless and successful
Ameriprise Financial has award-winning service and it shows. Our support starts with your transition. We guide you and your clients every step of the way with personal assistance, proven turnkey processes and integrated technology. To make the process as seamless as possible, our professionals support you with:
- A dedicated team of more than 30 specialists, including a transition manager, to help get your practice up and running
- Transition resources, including a customized transition plan, marketing communications to announce your move and technology that's ready to use on day one
- Tools and programs to help ease the process of transitioning your clients and their positions
- Introductions to key business partners across the company, based on your book of business
- Connection to individual marketing support to help you grow your practice
At Ameriprise Financial, we understand the transition process. Because we do it every week, not once or twice a year, we can help anticipate issues, address your concerns and proactively resolve them.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
In the News
“The Customer Experience Index 2014,” Forrester Research, Inc.
On Wall Street