Join Ameriprise

Selling Your Practice

Neerja Chaudhry, CFP®

Financial Advisor

Selling Your Practice

Take the Next Step

Call us confidentially at

888.267.8370

Protecting your legacy

You’ve built a thriving, successful business by providing on exceptional client service. As you look forward to what’s next, succession planning is critical to protect your personal interest and those of your clients. We’ll help you identify a successor you can trust to carry on your standard of service — providing peace of mind that your clients will get the personalized care and support they deserve.

Comprehensive support for you

  • Transition your practice your way — You decide whether to sell your practice outright, transition it over time, scale back and work with select clients or join Ameriprise and transition your practice through our Sunset Program.
  • Reap the financial rewards of the practice you've built — We’ll share industry best practices to help you structure a satisfying agreement.1
  • Get dedicated, step-by-step support — Our team of specialists will help make your transition as easy as possible and assist with seamless integration.

Benefits for your clients

  • Personalized financial planning and advice — Our unique approach to financial planning helps you deliver what clients want — goal-based advice, anytime access and a personal relationship.
  • Help achieving confidence in retirement with our Confident Retirement® approach — A simple structure for conversations to help address clients’ retirement needs.
  • Access to a wide range of products and services — You’ll have access to thousands of products from hundreds of providers for diverse solutions that fit your clients’ needs
  • Fee-reimbursement — Ameriprise will reimburse ACAT and non-ACAT fees2 associated with transferring client accounts.

Recurring revenue in Ameriprise practices sell at an 18.8% premium to the industry – read The Value of Supported Independence to learn more.

“I feel confident leaving my clients and my team in the trustful care of Ameriprise when I eventually retire. The deep financial planning capabilities and diligent investment process will help our clients to feel assured about their financial future."

 

Marvin Appel, Financial Advisor Great Neck, NY

                                                                                       

1 Up to $199 per account during your first 120 days at Ameriprise.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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