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Nancy Daoud, ChFC©

Private Wealth Advisor

Ameriprise Franchise Group


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Contact a recruiting director near you

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.

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
    Make a strong online connection with prospects and clients by building your own website. Use the resources available to update your profile, promote events, post photos, articles and more. 
  2. Social media
    Build your social media presence on LinkedIn or enroll in the Ameriprise GoSocial Program to broaden your social networking reach, build awareness, prospect efficiently, identify sales opportunities and more.
  3. Online client experience
    Give your clients 24/7 access to the tools they need to manage their accounts, enroll in electronic delivery, transfer money, access the mobile app, and refer friends and family to their advisor.
  4. Client and prospect contact
    Research shows that clients and prospects want to hear from you. Stay top of mind and help them feel informed and in control of their finances with a multi-touch communications approach including compliant texting, market and economic updates and personal cards and gifts.
  5. Referrals, networking and prospecting
    Become more referable, maximize your network and increase your professional alliances through an expanded network of centers of influence by repeating a referrals, networking and prospecting process.
  6. Seminars and events
    Plan, execute and follow up on seminars and events that will help you connect with clients and prospects. Use approved presentations and invitations to execute successful events. 
  7. Local advertising and media relations
    Local advertising, including video, is most effective when used in conjunction with other ongoing marketing activities to help build awareness of your practice and reinforce the impact of referrals.
  8. Practice branding
    The Ameriprise brand and your brand work together to create an impression in the minds of clients and prospects. Leverage the strength of our national brand in your local marketing to ensure a seamless client experience.

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 secure, integrated technology 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, LLC, a registered investment adviser.