Ameriprise Financial introduced a new go-to-market strategy that it said Monday was developed to help advisors “accelerate growth in their businesses and deliver an excellent and highly referable level of service to clients.”
The new “Ultimate Advisor Partnership” is a proprietary, seven-point strategy that the firm said “brings together the capabilities and support the firm has developed as a leader in financial planning with a track record of exceptional customer satisfaction scores.”
Advisors who are already affiliated with Ameriprise or who choose to join the firm can take advantage of the Ultimate Advisor Partnership to “promote efficiency, differentiate their practices and drive satisfaction through a digitally advanced and integrated client experience,” it said.
While developing the new strategy, Ameriprise “zeroed in on seven drivers of growth and satisfaction that have proven to help Ameriprise advisors grow 2.5Xs faster on average than key competitors,” it noted.
Combined with the company’s culture of support and independence, the strategy “enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth,” it said.
The seven key drivers of the strategy are: Integrated Technology; Advice & Solutions; Brand & Marketing; Service, Operations & Compliance; Practice Management; Learning & Development; and Transition Support.