Ameriprise 2007 Annual Report Download - page 14

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Our competitive advantage
Everyt
h
ing we
d
o revo
l
ves aroun
d
e
ff
ective
l
y serving c
l
ients. More t
h
an two mi
ll
ion
p
eo
p
le in the U.S. work with our advisors, and our mass affl uent and affl uent clients are
increasin
g
ly embracin
g
the benefi ts of fi nancial plannin
g
. We helped pioneer fi nancial
p
l
anning in t
h
e 1970s, an
d
to
d
ay we are t
h
e
l
argest
fi
nancia
l
p
l
anning company, wit
h
mo
r
e
Certified Financial Planner
TM
r
professionals than any other fi rm.*
M
We continue
d
to improve our
fi
nancia
l
p
l
anning process t
h
roug
h
en
h
ancements to
o
ur p
l
anning too
l
s an
d
tec
h
no
l
ogy, w
h
ic
h
wi
ll
b
e imp
l
emente
d
t
h
roug
h
2008. Our
f
ocus on servin
g
clients in on
g
oin
g
fi nancial plannin
g
relationships drove increased
f
ees in 2007, with 10 percent
g
rowth in branded fi nancial plan net cash sales
.
A personal approach
O
ur unique Dream > Plan > Track > approach starts with advisors understandin
g
t
h
eir c
l
ients’
d
reams. It inc
l
u
d
es a
l
ong-term, one-to-one re
l
ations
h
ip wit
h
an
ad
visor, proven princip
l
es o
f
fi
nancia
l
p
l
anning an
d
access to a wi
d
e range o
f
s
olutions. We develop plans tailored to clients’
g
oals and track pro
g
ress as needs and
g
oals evolve over their lifetime. As market and consumer needs become increasin
g
ly
comp
l
ex, we
b
e
l
ieve our approac
h
wi
ll
f
urt
h
er resonate wit
h
consumers.
F
inancia
l
p
l
anning
b
ene
fi
ts mu
l
tip
l
e constituencies. C
l
ients c
l
ear
l
y articu
l
ate t
h
eir
d
reams, w
h
ic
h
are t
h
en trans
l
ate
d
into actiona
bl
e strategies to grow, protect an
d
d
istribute their wealth. Advisors
g
ain a more complete picture of clients’ fi nancial
position and
g
oals, and develop close, lon
g
-lastin
g
relationships. For the company,
fi
nancia
l
p
l
anning c
l
ients are more satis
fi
e
d
,
h
ave more assets at t
h
e
fi
rm an
d
g
enerate greater pro
fi
ta
b
i
l
ity.
12 Ameri
p
rise Financial 2007 Annual Re
p
ort
Building on our fi nancial
planning leadership
“The information a fi nancial
advisor provides helps develop
a life plan that can only be
done with a trained profes-
sional. Financial planning
is a process that creates a
relationship-building experi-
ence for clients that helps
identify and track individual
goals.
“After 30 years in the busi-
ness, I know our company
supports that process not only
with training and tools, but
also with a cohesive goal—
helping clients plan for their
dreams. Ameriprise is unique
in our ability to bring fi nancial
planning into our clients’ lives.
Clients want advice and
Ameriprise fi nancial advisors
bring that to them.”
— Jim Barnash, CFP,
®
National Director of
Financial Planning
* Certifi ed Financial Planner Board
of Standards, Inc.