Is your business thriving – or are you just surviving in today’s world?
With more than 180 branch locations across the country, Ameriprise is always on the hunt for expansion opportunities. We’ve opened several successful branches in the last few years alone – and now we’re hosting an exclusive event for successful advisors in the West Palm Beach area who want to take their business to the next level.
Let’s talk about why you should join us for a virtual event next Tuesday, Oct. 13th to learn more. You’ll hear from senior leaders and get to know your dedicated local team at Ameriprise.
Contact me for information – and to register.
At Ameriprise Financial Services, LLC. your personal brand is what we focus on — and an online presence within the community where you work & play is important. Be seen, be read, be heard! Timely article Sandy Jukel, Matthias Kattick.
https://www.bizjournals.com/southflorida/news/2020/10/06/times-are-uncertain-but-your-portfolio-doesnt-have-to-be.html?iana=cco_landing_news
BIZJOURNALS.COM
Times are uncertain, but your portfolio doesn’t have to be - South Florida Business Journal
When the COVID-19 pandemic first began, a cross-organizational SWAT team worked quickly to find and digitize every manual or paper-based step our FAs experience when working with their clients virtually. A good example of this work is expanding our eSignature capabilities.
As always, clients are our top priority. One of the most important things we do is listen to our advisors feedback and use it to drive improvements that help them deliver a referable service experience to every client. Tremendous work Dawn Cooper & Team!
https://www.fa-mag.com/amp/news/ameriprise-a-client-fave--thanks-to-advisor-and-digital-experience-57661.html
FA-MAG.COM
www.fa-mag.com
These exemplary Ameriprise Financial Services, LLC. women advisors who have been recognized on 2020 Working Mother Top Wealth Advisor Moms list. Your dedication to clients is both inspiring and unwavering, especially during these unprecedented times. Thank you for your commitment to helping clients feel more confident, connected and in control of their financial lives. Special congrats to our complex's very own Thais D. Piotrowski & Associates!
If you're a financial advisor, you provide leadership for your clients everyday. Empathy is something you've likely had to practice more than ever in this environment. Good news - you're now more aware of these 3 key words & their differences:
https://www.inc.com/bill-murphy-jr/people-who-confuse-these-3-simple-words-have-very-low-emotional-intelligence.html
INC.COM
People Who Confuse These 3 Simple Words Have Very Low Emotional Intelligence
Joseph Grund, Roxanne Wright & I would like to welcome Adrian Davis de Montluzin to our Palm Beach Gardens office of Ameriprise Financial Services, LLC. Davis brings 27 yrs of industry experience with him & has chosen to proactively address his succession planning needs, where he will be partnering with Debra Santilli, Patricia Murphy, Daniel Bellino, ChFC® & Rich Ewing, CFP®. www.OceanViewPW.com
If you don’t have a formal succession plan in place - we can help. https://lnkd.in/gEwz93P
If you want to grow through mergers & acquisitions - we can help.
https://lnkd.in/g47aBjs
Over the recent months I've been inspired by how advisors across the industry have raised their game given the unprecedented 2020 environment. Last week-alone two of our top South FL Teams held a live magic show & rock concert, virtually. In challenging times, the mentally tough get going! Well done Benjamin Jay Silberman CIMA®CPWA®David Holland, JD, CFA®, CFP®Joseph Grund Adrian Davis de Montluzin Daniel Bellino, ChFC® Rich Ewing, CFP® Lori Fraraccio Patricia Murphy Debra Santilli Roxanne Wright
The Ameriprise online client experience: Features to help you stay organized, connected and on track. For information about our online security guarantee, go to https://lnkd.in/e9KYpUM
Whether sunsetting or selling your practice, we’ll help you do it your way. I can help you find a successor who shares your values and vision for your practice — someone who will take care of your clients the way you do.
Put stock market conditions into perspective within a portfolio. CLICK videocast below to watch experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
https://www.ameriprise.com/research-market-insights/election-2020/
AMERIPRISE.COM
Videocast: Election impacts for investors
Don’t let the fear – and unknown – of a transition hold you back. As Mike shares, Ameriprise provides comprehensive support so you can focus on what matters most – your clients.
YOUTUBE.COM
Transition teams dedicated to your success - YouTube
A dynamic and insightful speaker, Jeff Bush is known for his unique ability to decode difficult and confusing tax and fiscal information coming out of Washington. www.thewashingtonupdate.com/jeff-bush
Join us for “inside the beltway” insights on the latest developments in Washington. You’ll get the information you
need to navigate this rapidly evolving market environment. Contact me to RSVP
Please join us for a Virtual Holiday Mixology Happy Hour w/ Trivia! This event will be hosted by Sean Iglehart, Sweetwater Restaurant
http://www.sweetwater33.com
https://theatlanticcurrent.com/sean-iglehart
Our Fort Lauderdale Ameriprise Financial Services, LLC office just finished up 48 stockings to ship to our Military Heroes. They're waiting on a few more homemade holiday cards from their local Girl Scout troop before sending them off. Great work Kristina Pizzella for leading this. Todd Mackler Lorenna Ellison Katherine Regna
If you're looking for a great cause this Holiday season - consider this one.
https://soldiersangels.org/holiday-stockings-for-heroes/getting-started-holiday-stockings-for-heroes/
SOLDIERSANGELS.ORG
Getting Started: Holiday Stockings for Heroes - Soldiers' Angels
Effective marketing requires consistency & differentiation - in all environments.
At Ameriprise Financial Services, LLC, our home office & localized support allowed us to accomplish both throughout the pandemic.
Recent example from one of South FL's Best:
https://youtu.be/Woiuqdp_xVg
YOUTUBE.COM
Gary Hoey Ameriprise Party 2020
Organic growth requires you to “Own your own backyard”
At Ameriprise Financial Services, LLC, we want you to grow, we want you to succeed & most importantly, we make it easy!
Recent example from some of South FL's Best:
In this new virtual world, having access to high-end technology is more important than ever. At Ameriprise Financial Services, LLC. technology is a big advantage for us, this brochure showcases our extensive offerings — with Ameriprise, working virtually has never been easier. Thanks to all of our corporate partners for driving an industry-leading digital client/advisor experience. Bryan Binstock Ernie (Ernest R.) Smith Valerie Bausch Elizabeth Gray Tom Haus Patty Brau-Mangen Jay Witthuhn Jessica Oftedahl Gerard Smyth
Congrats to the 2020 Top Wealth Advisor Moms from Ameriprise!
Each year, Working Mother recognizes the top wealth advisor moms across the country. Forty-two Ameriprise advisors made the 2020 Top Wealth Advisor Moms list. Ameriprise is proud to celebrate these exemplary women advisors and committed to being the firm of choice for women in the financial services industry.
Flexibility - your practice, your choice.
https://www.ameriprise.com/careers/experienced-financial-advisors/advisor-opportunities/women-advisors/
AMERIPRISE.COM
Women Advisors | Ameriprise Financial
TEAMING: When you select the right partner, define roles & integrate clients you give yourself the opportunity to deliver a more comprehensive client experience, drive higher client satisfaction & grow faster.
Welcome Alex Fullerton CFP®, MBA to Ameriprise Financial Services, LLC & The Rojas Group. Alex joins us from Planmember Securities Corp.
-Research has shown that over the next ten years, 40% of all financial advisors plan to retire. In fact, there are currently more CFPs over the age of 70 than there are under the age of 30.
-Advisors are weighing speedier succession Plans ahead of a potential rise in long-term capital gains taxes.
-Real revelation is that the vast majority of those advisors planning on retiring, don’t have a clear plan on how to do it.
Consider joining me in 2 wks for an insightful discussion on how we help advisors customize, maximize and artfully enact their next chapter.
On Target Living is not a diet or a short-term fix, it is a lifestyle for building a healthy mind and body. This seminars is centered around Small Steps to a Healthy Living approach & will empower you to create a sustainable plan that works. Founder & CEO Chris Johnson will be presenting to our clients & friends next Month, Thursday February 18th. CLICK below to REGISTER:
AMPFADVISORS.WEBEX.COM
ampfadvisors.webex.com
Chief Economist Russell Price, has been named Bloomberg’s top-ranked forecaster in the U.S. retail broker/dealer industry for four out of the last five years. Mr. Price makes us proud to be a part of the Ameriprise team. He'll be presenting to our clients & friends next Tuesday, January 26th @ Noon.
AMPFADVISORS.WEBEX.COM
ampfadvisors.webex.com
You may have noticed that many practitioners have paused their out-bound marketing efforts. Our leaders take pride in helping you solve for growth, in any environment. Along with generous marketing resources, here's what our team is doing to support the advisors in South FL.
