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
Florida and South Alabama
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
- Understand how to effectively operate as a CEO of your practice
- Share best practices and provide coaching to help you achieve success
- Chairman’s Award for Excellence, 2013
- Ameriprise Outstanding Leader Award, 2017 and 2019
- Chartering the local PRIDE employee network, 2012
- Traveling to a new country every year with my husband
- Working with Abused Women and Children Shelters
- Enjoying abundance of books and mindfulness through yoga and meditation
My Leadership Team
Ian is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Martin is responsible for sourcing and evaluating experienced advisors, including franchisees, associate financial advisors and advisors coming from acquired practices.
Mitch Fiereck, CFP®, CRPC®, APMA®
Director, Franchise Recruiting and Engagement
Mitch 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. Mitch is also available to assist advisors with business planning and determining which corporate resources to work with for coaching and support.
Regional Sales Director
Emily specializes in helping advisors drive growth 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.
Sr. Regional Sales Manager
For advisors interested in growing their client acquisition business and improving their marketing strategies, Alvaro 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.
For advisors interested in growing their financial planning business, Alvaro works with advisors to create a systematic process for their practice. He 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.
Field Engagement Coordinator
Karen provides day-to-day coordination and support for territory initiatives and projects to ensure key tasks and deadlines are met. Karen acts as a relationship manager for select advisors and operations personnel within the territory to connect with corporate resourcing and programs.