Know What You're Saying No To | The Ameriprise Truth with Brian Mora
Advisor Talk with Frank LaRosa
The firm advisors think they know is not the firm that exists today.
And if you are going to say NO, at least know what you are saying no to.
Frank LaRosa goes one on one with Brian Mora of Ameriprise for a candid conversation that challenges some of the most common misconceptions advisors carry about one of the largest and most innovative firms in the industry.
Frank and Brian break down what $1.7 trillion in assets actually means for an advisor looking for stability in a consolidating market, why Fortune named Ameriprise one of the most innovative companies in America and how their AI-powered CFP brain is giving advisors back hours of time every single week by transforming how they prep for meetings, generate recommendations and summarize client conversations.
They also get into the numbers that matter most. Advisors who transition to Ameriprise are at 101% of their hiring assets after just 12 months, compared to the industry average of 91%. The conversation also breaks down how their digital transition process moved a billion dollar team onto the platform in just 16 days and why a firm telling you it takes six months to transition your book is a red flag you should not ignore.
The episode closes with the message Frank keeps coming back to: before you say no to Ameriprise, at least know what you are saying no to. Because the firm advisors think they know is not the firm that exists today.
Questions answered in this episode include:
Why are advisors surprised by what Ameriprise has become in the last 20 years?
What does $1.7 trillion in assets mean for the stability of the firm you choose?
How is Ameriprise using AI to help advisors grow their practices and serve clients better?
What is the CFP brain and how does it work inside an advisor's practice?
Why do Ameriprise advisors move 101% of their book after transitioning when the industry average is 91%?
How fast should a book of business actually move when an advisor transitions today?
What is the impact analyzer and how does it help advisors see the real financial difference of growing faster?
Chapters:
00:00 — Know What You're Saying No To: The Ameriprise Truth
01:04 — Why Ameriprise Surprises People: 1.7 Trillion and the Innovation Awards
03:00 — How Ameriprise Changed 20 Years Ago and Why It Matters Now
06:18 — Fortune, Time, and the Case for Innovation
09:18 — The CFP Brain: AI That Thinks Ahead for Every Client
10:07 — Meeting Summarization and Giving Advisors Their Time Back
12:52 — 101% vs 91%: Why More of the Book Moves at Ameriprise
15:37 — 16 Days, a Billion Dollars, and the Digital Transition Difference
Learn more about Elite and our resources:
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Elite Marketing Concepts | Marketing Services for Financial Advisors
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Elite Advisor Successions | Advisor Mergers and Acquisitions
https://eliteadvisorsuccessions.com
JEDI Database Solutions | Technology Solutions for Advisors
https://jedidatabasesolutions.com
Elite Wealth Management Insights Report
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