Morningstar Advisor - Winter 2008 - (Page 39) THIS IS YOUR WAKE-UP CALL. Financial planning relationships are deeper, last longer and help acquire new clients. And nobody practices planning and prepares advisors better than Ameriprise Financial. Our technology, marketing resources and practice management tools were all built with this in mind. In fact, we retain more than 98% of our planning clients each year, and keep them for an average of more than 12 years.1 No wonder we’re America’s largest financial planning company.2, 3 Keep growing with a broker dealer that supports your practice and where you want to go. > > > Choice of Independent, Employee or Associate Financial Advisor platforms Payouts up to 91% for Independent Advisors and a robust transition plan4 More CERTIFIED FINANCIAL PLANNER™ professionals than any other retail advisory force3 To find out why more people choose Ameriprise for financial planning than any other company,2 call (888) 267-8354 or visit ameriprise.com/makethemove today. 2006 10-K Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5 available at adviserinfo.sec.gov as of December 31, 2006. Based on the number of CFP®professionals documented by the Certified Financial Planner Board of Standards, Inc. 4 Independent Advisors will begin to own equity from day one in any business they bring with them. After three years, Independent Advisors will own equity in their entire practice. Ameriprise Financial practices, on average, sell for 15% more than other firms, based on the 2003 Moss Adams Advisory Services Study. 1 2 3 Financial advisory services and investments available through Ameriprise Financial Services, Inc. Member FINRA and SIPC, an Ameriprise Financial, Inc. company. Ameriprise Financial Services, Inc. is an Equal Opportunity Employer. Associate Financial Advisors are not employed by Ameriprise Financial, but are employees of or contract with an Independent Advisor. This information is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for information purposes only. A financial planning relationship does not guarantee financial or investment success. Ameriprise Financial, 1491 Ameriprise Financial Center, Minneapolis, MN 55474. © 2007 Ameriprise Financial, Inc. All rights reserved. (01/08) MN Permit #F-387. http://ameriprise.com/makethemove http://ameriprise.com/makethemove http://adviserinfo.sec.gov
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