Startup | AFG Impact Analyzer

Welcome to the Ameriprise

Impact Analyzer

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Use this tool to solidify the Ameriprise Value Proposition with a recruit and articulate our competitive advantages. The output will include the economic benefit of joining Ameriprise along with a Proforma evaluation.

Growth drivers

(Select all that apply)

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External Acquisition Opportunities

Internal Acquisition Opportunities

Business Alliances (CPAs, Attorneys)

Hiring Novice Advisors

Target Market Client Acquisition

Deepening Client Relationships through Technology

Leverage Techology Efficiencies (eMeeting, Signature Wealth)

Focusing on Practice efficiency

Compensation Design for efficiency

Premium Client Experience

Multi-Generational Planning

Workplace Education

Hiring & Training Staff

Client Referrals (contact model)

Leverage AI to prospect

Upfront (%)

Enter a percentage between 0% and 150%

Production award - year 1

Production award - year 3

Production award - year 5

Production award - year 7

Production award - year 9

Locked payout length

Asset award (BPS)

Deferred Compensation

Enter basis points between 0 and 50

Production award - year 2

Production award - year 4

Production award - year 6

Production award - year 8

Locked payout

Deal structure type

Enter a percentage between 0% and 50%

Enter a percentage between 72% and 91%

Enter a percentage between 0% and 40%

Deferred Compensation (# of years)

Leader Note: The Impact Analyzer transition compensation output will vary from the proforma output and should be considered an illustrative overview. Please leverage the Proforma when discussing deal components, hurdles and 10-year ramp up numbers.

Include Transition compensation (Optional)

Transition compensation

Field leader information

Field leader region

Field leader territory

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For Institutional Use Only. Not for inspection by, distribution or quotation to the general public.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

This information is hypothetical, for illustrative purposes only, and these figures are not guaranteed. There are inherent limitations in any tool and no representation is made that any strategy will or is likely to achieve particular results.

Some resources and support are provided to independent franchise advisors for a fee.

Ameriprise offers several distinct business models to run your practice - the Ameriprise Advisor Group employee platform, or Ameriprise Franchise Group franchise platform or Ameriprise Financial Institutions Group bank relationship platform. Each advisor experience is unique.

Ameriprise Financial Services, LLC is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. You may request assistance if you require a reasonable accommodation for any part of the hiring process.

This presentation is not intended as, nor should be considered to be, a financial performance representation. The only financial performance representations made by Ameriprise are included in Item 19 of the FDD. Except as stated in Item 19 of the FDD, we do not furnish or authorize our salespersons to furnish any oral or written information or representation on the actual or potential sales, income or profits of an Ameriprise financial advisor.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.