While there may be some variations depending on your unique situation, the basic elements of our process remain the same.
Your institution will benefit from guidance focused on your specific needs and goals from a team dedicated to your success.
Here’s what you can expect as we begin a partnership journey:
Here’s what you can expect as we begin a partnership journey:
Initial 1st meeting / conversation
An important touch point for us to learn more about your institution’s goals, needs and challenges
MNDA (Mutual Non Disclosure Agreement)
We’ll sign this agreement to support more detailed conversations about your institution’s goals and our vision to help optimize growth
90 min meeting
We’ll share a deeper overview and demo of our growth formula including cutting-edge digital capabilities and game-changing resources – either virtual or in-person
VIP
This is an opportunity to introduce your financial advisors to Ameriprise Financial and the support they can expect; they’ll hear from successful financial advisors and program managers who are delivering an outstanding experience to clients and growing their practices
Onsite with your institution’s key executives
We recognize that a strong cultural fit is critical to a successful partnership and we’ll take time to get to know key leaders at your institution and ensure support and alignment
Book of business data review
Based on information that you share with us, we’ll present an initial analysis around current production, GDC, AUM and growth opportunities
Due Diligence
A more detailed review of key aspects of a partnership is performed and documented
LOI
Letter of Intent (LOI) is provided to your institution stating our intention to enter into a partner agreement
Contract is signed
A detailed contract outlining the particulars around our new partnership is signed by key executives
Advisor due diligence
A more detailed review of existing advisor team is performed and documented to understand retention risks and other considerations
Partnership launch
Celebrate! Your dedicated AFIG team in collaboration with your institution’s team begin to execute on the transformation of your investment program
“We are excited to rebrand our investment services business and partner with Ameriprise Financial, one of the most successful and respected firms in the financial planning business."
Bill Jones | Colony Bank
President and CEO
“The Ameriprise digital experience is key to maintaining an efficient practice and connecting with clients when, where and how they want. Processing work this way saves time, and saving time frees up the team to do other things that drive revenue. When the work is simple and easy, you have happier, more productive team members, and that positive energy keeps the momentum and business moving forward.”
Terrence Powell | RBFCU Investments Group
Program Manager
Deliver more
It's time to elevate your wealth management program.