Join Ameriprise

Selling Your Practice

Neerja Chaudhry, CFP®

Financial Advisor

Selling Your Practice

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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.

“Ameriprise is dedicated to helping you protect your legacy. We do it for our clients every day. Now it’s your turn to find that peace of mind.”

Susan Riley, CRPC®, APMA®
Private Wealth Advisor
Atlanta, GA

1 Franchise advisors only.
2 Up to $199 per account during your first 120 days at Ameriprise.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.