|22||Years with Firm|
|97||Advisor Retention Rate|
Greater Boston, Eastern Massachusetts, Maine and New Hampshire
How I work to support your success
I am responsible for ensuring that advisors have access to resources to run and grow their practice. By combining the vision you establish for your practice with the support from my team and resources from Ameriprise, you'll have the opportunity to experience growth, equity ownership and success.
My team and I will work with you to:
- Transition your practice, providing customized support and best practices
- Help you grow your practice in a manner that works best for you
- Drive practice value or equity
- Protect your practice from the unexpected and prepare for your retirement with a customized succession plan
- 22 years of experience: I started my career as an advisor with Ameriprise Financial in 1997
- 'In the field' my entire career. I have worked directly with advisors and clients throughout my career providing leadership, coaching and support.
- Extensive industry knowledge, and experience working with advisors coming from many different firms
- Financial Planning Association (FPA) member, and Board member 2008-2012
- Trips to the beach with wife and 2 daughters
- Running, football, and dogs (we have 2)
Local leadership team
For advisors interested in growing their client acquisition business and improving their marketing strategies, Adam coaches advisors on how to incorporate a systematic marketing process within their practice. He helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Adam will focus on helping you consistently execute on a referral strategy, implement an effective client and prospect communication plan, and help you build your digital presence.
Mary Jo provides administrative and operational support, and also coordinates meetings, training and seminars. Mary Jo is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Aaron Bonnema, CFP®
For advisors interested in growing their financial planning business, Aaron works with advisors to create a systematic process for their practice. Aaron helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.
Pheng Vang, CFP®, BFA™
For advisors interested in growing their financial planning business, Pheng works with advisors to create a systematic process for their practice. Pheng helps identify how to engage clients/prospects in advice conversations and produce simplified deliverables to increase capacity and drive business through the financial planning client service model.
Steve works closely with successful teams to help them to find and develop new talent; this includes support staff, associate financial advisors and experienced advisors wanting to join a team. He also works with new advisors joining our firm to guide them through a successful transition and onboard process. Steve is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Years with Firm
Years with the Firm may include time with Ameriprise Financial as a financial advisor or in a supporting role, including as a field leader.
Advisor Retention Rate
Advisor retention rate is a percentage based on Ameriprise internal reporting over a period from October to September of the previous year.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. MN Permit #F-3872. 1491 Ameriprise Financial Center, Minneapolis, MN 55474.
Practice growth results not guaranteed.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.