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It's all about long-term relationships

Ameriprise helped pioneer financial planning more than 30 years ago. Today, we're America's leader, with more financial planning clients and more CFP^® professionals than any other company*. We give our advisors the support, training, technology, products and services they need to deliver comprehensive financial planning and advice designed to foster long-term personal relationships. That's how we help more than three million people take control of their financial futures.

A unique client experience

Financial planning at Ameriprise is centered on personal relationships between our advisors and their clients. Our Dream > Plan > Track >^® client experience is a unique and collaborative framework for the financial planning process. It begins with a conversation about your clients' dreams and goals and evolves into a discussion about their complete financial life. This long-term approach includes:

• Helping clients define and prioritize their goals
• Providing advice and recommending solutions
• Tracking performance of individual investments in an advisory relationship
• Tracking clients' progress toward a lifetime of goals in a financial planning relationship
• Updating clients' plans as their dreams and goals change

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Ameriprise Financial follows the six steps to financial planning set forth by the Certified Financial Planner Board of Standards, Inc.

Starting with your clients' dreams. Studies show that writing down your dreams and goals makes them more likely to happen. We created our Dream Book^® guide to help you engage clients in conversation about their dreams for life and lay the foundation for a long-term financial planning relationship. The Dream Book^® guide can help you learn more about your clients' goals and help them plan for major events in their lives. And, because it's meant to be reviewed annually, it helps you deepen relationships with your clients over time.