Skip to main content

Enhance your marketing plan with a personalized approach

 

You’ve built a successful practice, but you’re always looking ahead to what’s next. How do I attract and acquire clients? How can I manage a marketing plan when I have a practice to run? 

At Ameriprise, we provide our advisors with the tools they need to deliver an integrated – yet personalized – approach to communicating with clients. 

  • Easy to use communication tools to share your knowledge of financial planning topics– and address concerns during market volatility, and stay top of mind with clients and prospects
  • A compliant social media program with pre-approved posts, plus the ability to immediately publish your own posts – to share the story of your practice and build trust 
  • Customizable websites that allow prospects to learn more about your practice – and for clients to refer you 
  • A strong national brand to help you stand apart from your competition 

Our leaders and corporate office also stand ready to help you put our proven marketing tactics together to create a plan based around your unique goals.
 

“The marketing support at Ameriprise goes beyond the tools. I worked with a marketing specialist who helped me clearly define my goals, create a plan – and then held me accountable to stick with it.”

Brooks Staples
Ameriprise Financial Advisor

Proven Marketing Activities

Take advantage of our marketing best practices to increase awareness of your practice in your local market, stand out from the competition and deepen client relationships by providing an exceptional client experience.

  1. Advisor website
    Create and customize a personal website that reflects you and your practice.
  2. Social media
    Leverage the GoSocial Program to create custom posts and access a library of engaging content for LinkedIn, Facebook and Twitter.
  3. Online, secure client experience
    Collaborate with clients on the secure site on ameriprise.com and the Ameriprise Financial app to work with them when, where and how you want.
  4. Client and prospect contact model
    Strengthen client relationships with a comprehensive communications plan and turnkey systems.
  5. Referrals, networking and prospecting
    Access training and support to help you share your value proposition, build a network and grow through referrals.
  6. Seminars and events
    Host targeted seminars and events to grow your prospect pipeline with the support of Ameriprise. 
  7. Local advertising and media relations
    Differentiate yourself in your local market by creating targeted advertising, including your own video to place on your website and show in your office.
  8. Practice branding
    Leverage our branded resources to bring the Ameriprise brand into your practice.

The strength of our national brand behind you

Our national advertising reinforces the American dream of a better future, and how Ameriprise advisors can help their clients and their families prepare for the expected — and the unexpected.

To learn more about the comprehensive marketing support at Ameriprise, call us confidentially at 866.806.9984 or contact a recruiting director near you.

Some marketing programs and resources are provided to franchise advisors for a fee.

Support may vary for Ameriprise Advisor Group and Ameriprise Franchise Group advisors. Please consult your local field leader or recruiter for details.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.