Ameriprise $110M Advisor Trigger

🚀 Battle Card: Ameriprise Financial, Inc.

• Mike Felton, Financial Advisor · 🔗 LinkedIn

• This Ameriprise Financial, Inc. sales trigger signals the firm’s ability to scale advisor practices with robust tech & support, driving market share in financial planning. → Source

• Lack of control and growth support in legacy firms

• Need for integrated technology to enhance efficiency & client experience

• Primary: Advanced technology platform → Boost advisor efficiency & client satisfaction

• Expansion: Ultimate Advisor Partnership → Scale practice & deepen client relationships

• HQ: Minneapolis, MN

• Employees: ≈ 10,000

• Rev: ≈ $12 B

• Website: ameriprise.com

🤼 Competitive Intel

• Envestnet — Wealth Management Platform
• Unique edge: Deep data integration across custodians
• Evaluated by Financial Advisors & IT for scalability

• eMoney Advisor — Financial Planning Software
• Unique edge: Interactive client portal & robust reporting
• Evaluated by Advisors for client engagement

• Schwab Advisor Services — Custody & Support
• Unique edge: Competitive pricing & comprehensive service model
• Evaluated by Finance & Ops for cost efficiency

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑advanced tech platform for advisor efficiency❑
PROOF_METRIC  = ❑30% efficiency gain for advisors❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Mike
COMPANY     = Ameriprise Financial, Inc.
DEPT        = Financial Advisory
SIZE        = ≈ 10,000
BOTTLENECK  = difficulty scaling advisor practices without integrated tech & support
EVENT       = Advisor Joins Ameriprise Financial With $110 Million In Assets
DETAIL      = Advisor Joins Ameriprise Financial With $110 Million In Assets for Financial Planning Culture and Growth Opportunities
PAIN        = Lack of control and growth support in legacy firms
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250922826882&div=41152219
SIM_CO      = Charles Schwab
WIN_METRIC  = 30% efficiency gain
NEXT_SIZE   = ≈ 1,700
EMP_EST     = ≈ 12,000
REV_EST     = ≈ $12B

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 10,000-person Financial Advisory

Mike—noticed your Financial Advisory team is ≈ 10,000.

That’s when difficulty scaling advisor practices without integrated tech & support slows growth.

We helped Charles Schwab fix this with advanced tech platform for advisor efficiency.

Result: 30% efficiency gain.  
Quick call?

PS—next bottleneck hits ≈ 1,700.

DM ≤45 words, TONE:
Saw your post about Advisor Joins Ameriprise Financial With $110 Million In Assets for Financial Planning Culture and Growth Opportunities — Lack of control and growth support in legacy firms.  
Advanced tech platform for advisor efficiency. 30% efficiency gain for advisors. Quick chat?