Franchise Field Vice President
Connecticut, Rhode Island, Western Massachusetts, Upstate New York and Vermont
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.
Nicholas is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
For advisors interested in growing their client acquisition business and improving their marketing strategies, Ben 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, Ben 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.
Debbie provides administrative and operational support, and also coordinates meetings, training and seminars. Debbie is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
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.
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.
Robin helps practices create efficiencies by utilizing technology, integrating tools, and implementing repeatable and consistent business processes.