My territory
Indiana, Kentucky, Maine, Massachusetts, Michigan, New Hampshire, New York, Ohio, Eastern Pennsylvania, Vermont, West Virginia
How I work to support your success
As the Regional Vice President for the Ameriprise Advisor Group in the Northern States Region, I am focused on helping advisors in my region provide an outstanding client experience and achieve industry-leading growth for their practices, as well as recruiting new and high potential advisors to join the firm.
Career highlights
- Ameriprise Outstanding Leader Award, 2015
Other interests
- Spending time with family
- Cross Fit, swimming, sports
Responsibilities
Peter is responsible for ensuring that advisors have access to resources to run and grow their practice. He accomplishes this by combining the vision you establish for your practice with the support from her team and resources from Ameriprise.
Responsibilities
For advisors interested in growing their client acquisition business and improving their marketing strategies, Hela 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.
For advisors interested in growing their financial planning business, Hela works with advisors to create a systematic process for their practice. She 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.