Nine Out of Ten Advisors Joining Ameriprise Say Technology, Financial Planning Capabilities and Ability to Serve and Acquire Clients is Better Than Prior Firm
19 Januar 2022 - 3:00PM
Business Wire
Advisors also say the firm’s resources deepened
their relationships with clients
90% of advisors who recently joined Ameriprise Financial, Inc.
(NYSE: AMP) say they have better client-facing technology,
financial planning capabilities, and ability to serve and acquire
clients now than they did with their prior firms, according to a
survey the company recently conducted. The Ameriprise “Ultimate
Advisor Partnership” survey of nearly 300 experienced advisors who
moved their practices to Ameriprise in the last 5 years from
wirehouses, regional firms, independents, banks, and insurance
companies uncovered:
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90% of advisors who recently joined
Ameriprise Financial, Inc. (NYSE: AMP) say they have better
client-facing technology, financial planning capabilities, and
ability to serve and acquire clients now than they did with their
prior firms, according to a survey the company recently conducted.
The Ameriprise “Ultimate Advisor Partnership” surveyed nearly 300
experienced advisors who moved their practices to Ameriprise in the
last 5 years from wirehouses, regional firms, independents, banks,
and insurance companies. (Photo: Business Wire)
- 91% believe Ameriprise elevates the client experience.
- 90% find client-facing technology better than their previous
firm.
- 91% find Ameriprise’s financial planning capabilities are
better than their previous firm.
- 95% say Ameriprise supports deeper client relationships through
financial planning and advice.
- 91% find client acquisition support better than their previous
firm.
- 91% believe Ameriprise enables them to run their practice in a
way that aligns with their values.
- 90% find Ameriprise’s firm culture to be better than their
previous firm.
- Advisor-facing and client-facing technology and financial
planning capabilities are the most appreciated resources.
Advisors joining Ameriprise deliver an even better experience
to their clients
Advisors surveyed gave high marks to Ameriprise’s technology,
financial planning, and culture. The vast majority of advisors
reported they were able to foster deeper relationships with clients
through the use of these resources. Since becoming an independent
public company in 2005, Ameriprise Financial has invested more than
$5 billion in the firm, building powerful tools, capabilities,
products, and acquisitions to enhance the financial planning
experience and make it easier than ever for its advisors to serve
clients.
“Ameriprise is a longstanding leader in serving clients through
goal-based advice, having pioneered the financial planning process
in the 1970s,” said Pat O’Connell, Executive Vice President
of the firm’s branch advisor and financial institutions channels.
“We put a stake in the ground a few years ago to ensure every
client gets exceptionally high service in every interaction with
their advisor and the firm, through what we call the Ameriprise
Client Experience. We are pleased to see advisors joining our firm
recognize our unwavering commitment to helping clients achieve
their goals.”
New Ameriprise advisors gave high marks to the firm’s support
to run their practices
The survey revealed that new advisors appreciate the culture and
support Ameriprise provides to help them manage their practices
according to their values. 86% said the firm’s support has helped
grow their practice, 84% said the firm’s practice management
support is best-in-class, and 95% were very pleased with the way
the firm helped them manage their business and continue serving
clients through the pandemic. Additionally, 88% of advisors said
the support they receive from Ameriprise’s leadership is better
than their prior firm.
Ameriprise offers a proven strategy – the Ultimate Advisor
Partnership – to help advisors unleash the power of financial
planning, deliver an outstanding client experience and grow their
practices at rates that outpace key competitors. Combined with the
company’s culture of support and independence, the strategy enables
advisors to scale their businesses, deepen client relationships,
and drive referrals for future growth.
Bill Williams, Executive Vice President of the firm’s
independent advisor channel, added, “Advisors want to be with a
firm that supports the way they do business amid an ever-changing
industry. Ameriprise is a true partner to advisors, helping them
create efficiencies and capitalize on growth opportunities. The
positive feedback from this survey is another indicator that our
partnership is working.”
Ameriprise continues to attract experienced, productive
advisors, with approximately 1,700 joining the firm in the last 5
years.1 To find out why experienced financial advisors are joining
Ameriprise, visit ameriprise.com/why.
About the survey
Ameriprise asked experienced advisors who moved their book of
business to the firm in the last one-to-five years to compare its
support, resources, and capabilities to their previous firm and
state their satisfaction with their experience. The survey results
identified the top ways Ameriprise stands out compared to
competitors. 294 advisors responded to the “Ultimate Advisor
Partnership” survey, which was conducted in November 2021.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel
confident about their financial future for more than 125 years.
With extensive advisory, asset management and insurance
capabilities and a nationwide network of 10,000 financial advisors,
we have the strength and expertise to serve the full range of
individual and institutional investors' financial needs.
Ameriprise Financial Services, LLC is an Equal Opportunity
Employer.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
1 Ameriprise Financial 2020 10-K.
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version on businesswire.com: https://www.businesswire.com/news/home/20220119005174/en/
Stephanie Siegle, Media Relations 612.671.2593
stephanie.siegle@ampf.com
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