EXPERIENCE THE ULTIMATE ADVISOR PARTNERSHIP
Learn more about the Ultimate Advisor Partnership by connecting confidentially with us at 866.806.9984 or contact a recruiting director in your state
New Jersey and Northeast Pennsylvania
Our Territory’s Mission Statement: To be the firm of choice for financial professionals who provide personalized advice, are energized by business ownership & equity, and value franchise growth through exceptional client service, high impact relationships, teamwork and community.
How I work to support your success
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.
My team and I will work with you to:
- Transition your practice, providing customized support and best practices
- Operate with independence, knowing that support is available when needed
- Drive practice value or equity
- Leverage a broad array of products and services to best suit your practice and clients' needs
My Leadership Team
Josh is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Manager, Franchise Recruiting and Engagement
Patrick works closely with successful teams to help them to find and develop new talent; this includes support staff, associate financial advisors and experienced advisors wanting to join a team. He also works with new advisors joining our firm to guide them through a successful transition and onboard process. Patrick is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Debi Biekkola, CFP®
Senior Regional Sales Director
Debi specializes in helping advisors drive practice results through new business opportunities. She is the primary point of contact for increasing assets and revenue through product solutions. Additionally, she works with advisors on strategies to move up market and go deep with their best clients.
Regional Sales Manager
For advisors interested in growing their client acquisition business and improving their marketing strategies, Alyssa coaches advisors on how to incorporate a systematic marketing process within their practice. She helps advisors share their story, promote their brand, leverage online resources and be proactive in the digital world of social media. To do this, Alyssa 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.
Field Engagement Coordinator
Christine provides administrative and operational support, and also coordinates meetings, training and seminars. Christine is the point person for advisor questions, and proactively works with advisors to ensure they receive the support they need.
Financial Advice Sales Consultant
For advisors interested in growing their financial planning business, Zachary works with advisors to create a systematic process for their practice. Zachary 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.
Bill Baker, ChFC®
Bill helps practices manage change and create efficiencies by implementing repeatable and consistent business processes.