Ameriprise $110M Advisor Trigger
Advisor joins Ameriprise with $110M AUM. Trigger your pitch on tech to boost pipeline & close bigger deals. 💰
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🚀 Battle Card: Ameriprise Financial, Inc.
Quick trigger:
👤 Decision Maker in the News
- Mike Felton, Financial Advisor · 🔗 LinkedIn
💡 Why It Matters
- 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
🎯 Core Pain Point
- Lack of control and growth support in legacy firms
- Need for integrated technology to enhance efficiency & client experience
💰 What to Pitch
- Primary: Advanced technology platform → Boost advisor efficiency & client satisfaction
- Expansion: Ultimate Advisor Partnership → Scale practice & deepen client relationships
🗺️ Quick Context
- HQ: Minneapolis, MN
- Employees: ≈ 10,000
- Rev: ≈ $12 B
- Website: ameriprise.com
🤼 Competitive Intel
*Which other vendors you’ll probably face to win **Ameriprise Financial, Inc.*’s business.
- 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
Connect with Mike Felton on LinkedIn (link above)
Generate email + DM using the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Don’t miss the next Ameriprise Financial, Inc. sales trigger—no fluff, all pipeline.
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🧠 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
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TASK FOR CHATGPT
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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?