Dreams — this is why you became a financial advisor.
You became an advisor to help people succeed in every aspect of their financial lives. As the largest financial planning company in the U.S.1 Ameriprise Financial gives you the support, resources, technology, products and services you need to offer true financial planning to your clients. We've developed a unique and collaborative approach to financial planning called Dream > Plan > Track >®. This approach enables you to make financial planning tangible to clients by helping them identify and explore their dreams before talking about numbers, and providing ongoing financial planning and advice, not just a one-time plan.
As a result, you can build deeper long-term relationships, acquire additional assets, increase referrals and help more people not just plan to reach their financial goals, but make a difference in their financial lives. You can build greater understanding and interest in the value of financial planning by understanding consumers' needs and dreams and connecting with them on an emotional level.
Learn more
- See how you can guide clients through the financial planning process with our unique Dream > Plan > Track >® approach to financial planning.
- Ameriprise developed the Dream Book ® guide to help advisors start the conversation with clients about their dreams. Order a free copy of the Dream Book® guide online.
- Identify key ways the Dream > Plan > Track >® approach can help grow your practice.
- Join Ameriprise Financial and begin helping clients reach their dreams through innovative programs and retirement solutions.
- See the cornerstones of our product solutions — cash and liquidity, accumulation and income, protection, and estate and legacy.
1 Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5 available at adviserinfo.sec.gov as of Dec. 31, 2006.