Ameriprise Professional Alliance Program

Clients today expect more from the professionals who help them manage their financial affairs. The Ameriprise Professional Alliance Program can help you expand your service offerings to set you apart from your competition.

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Experience the power of a strategic alliance

Through our Professional Alliance Program, you'll work with an Ameriprise financial advisor to deliver the comprehensive financial planning approach your clients need. Build stronger client relationships by delivering the specialized financial services they deserve — all while you remain focused on what you do best.

Help your clients shape their financial future

 

We’re all here to help clients address the unique challenges standing between them and their goals. Together, we can make it easier for them to identify new opportunities, take their money further, and help them get what they want out of life.

 Increase client satisfaction & retention handshake

Happy clients are loyal clients. By offering more robust professional services, you’ll add value for mutual clients— helping them build confidence in the process and in their financial future.

 Stand out in a competitive industry trophy

Clients with complex financial portfolios need sophisticated financial solutions. Stay one step ahead of the competition by helping clients find the services they need while remaining focused on what you do best.

 Expand your service offerings prioritize

Exceed expectations by helping clients proactively address their financial needs by taking the guesswork out of finding a financial advisor.

Choose how to form an alliance

The Professional Alliance Program is a collaboration between your firm and Ameriprise Financial that provides your clients access to integrated financial services and advice. To make sure this alliance fits with your goals and your desired level of involvement, we’ve created four options for how you can work with an Ameriprise financial advisor.

1. Center of Influence

Outside of a formal relationship, professionals provide referrals to the financial advisor solely to help their client. There is no compensation or expectation for referrals in return.

2. Fixed payment

A formal partnership agreement for non-licensed professionals to earn income payments for referring new clients to the financial advisor.

3. Commission share

A formal revenue-sharing partnership agreement for licensed professionals to earn recurring commission for referring clients to an advisor.

 

4. Advisory fee share

A formal revenue-sharing partnership, as a third-party solicitor, to earn recurring income by referring clients to an advisor practice.

Additional Program Resources

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.

 

Ameriprise Financial cannot guarantee future financial results.

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.

 

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