New Financial Advisors
Helping people plan for life
More than a century ago, our founder, John Tappan, started Investors Syndicate to help individual investors plan for their financial futures. He focused on his clients' dreams and aspirations and offered a means for them to achieve their goals.
Today, Ameriprise Financial maintains that same clearly defined focus: to help our clients craft a vision for their ideal financial future — especially when it comes to retirement — and then help them make it a reality. As America's largest financial planning company1, we continue to follow our founding principles — putting our clients first and creating peace of mind. That's how we put dreams more within reach, day to day and year to year.
Our clients come from all walks of life, various ages and cultures. Yet they all have one thing in common — the need to plan for their financial future. That means as an Ameriprise advisor, you'll help clients:
- Plan for a retirement that may include travel, a new hobby or a second career
- Prepare to start a family or build an education fund
- Leave a family legacy or contribute to their community
We'll equip you to help your clients prepare for their goals, no matter what they are
A focus on high-value client relationships
Our advisors serve a broad range of clients, but our core focus is on the fast-growing group1 of mass-affluent and affluent households. We offer resources targeted specifically for this market segment, including cutting-edge proprietary studies that can help you and your clients discuss and envision their retirement years.
For example,
The Ameriprise New Retirement Mindscape IISM study helps people see that retirement is not an event, but a series of stages and how women think differently about retirement than men.
The New Retirement Mindscape 2010 City Pulse index survey findings suggest that where one lives may influence their readiness to retire.
A wide range of solutions to meet client needs
To help our advisors better serve our clients, we provide open access to a wide range of nonproprietary product solutions, as well as our Ameriprise, RiverSource and Columbia Management brands.
1 BCG Wealth Market Sizing Database
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