Ameriprise
AMP's Tier 1 Initiatives
Sig wealth
bank
apwg
net clients
recruiting
For AFG, who are the RVPs and Sr. RVPs
Michael Lawson
Trish Moll
Britt Tappen
Marcus Ranger
Mike Barker
John Jackson
Tricia Kaye
Signature Wealth YE AUM Goal (within $1B)
$65,359,651,391
How much AUM is a TMCA and how long do you have to get there?
500k+ and 12 months from acquisition date
What is Scott Wilkins' Birthday
March 5th
Name 3 ELT Members and what they oversee
Jim Cracchiolo - CEO
Walter Berman - CFO
Bill Williams - President of AFG, AAG, PWG
Ted Truscott - CEO Global Asset Mgmt
Gumer Alvero - President WMS
Deirdre McGraw - EVP Marketing, strat, comms
Kelli Hunter - EVP HR
Gerard Smyth - EVP and head of tech and svc del.
William Davies - Global CIO, Col. Threadneedle
David Logan - Head of EMEA and global ops
Heather Melloh - EVP and gen. counsel
AFG 3 Scorecard Metrics
GDC 40%
Net Flows 40%
TMCA 20%
As of 6/4, how many TMCs have left on their own (within 100)
1,451 and almost $4.1B aum gone!
Top 3 TMCA plays
Referrals, Beneficiaries, Retirement Celebrations
SpaceX IPO Date?
What is June 12th
How many clients does AMP serve
3.5 million clients
How many clients retiring this year from Advice Insights? (within 1,000)
51,884
What is the biggest driver of net flows to Ameriprise?
Experienced Advisor Recruiting
as of 6/4, how many prospects have been created WITHOUT a meeting scheduled (within 1,000)
120,603
Name THE G.O.A.T in NFL, MLB, NHL, and NBA
Tom Brady
Nolan Ryan
Wayne Gretzky
Michael Jordan - no debate! :)
How much AUM does AMP Oversee
$1.5 Trillion
How much potential for ISD from Advice Insights? (within $1B)
$24,228,947,685
Offering that allows clients to use assets as collateral
Securities-based lending (margin)
As of 6/4, How many $500k+ Net Clients Acquired (within 100)
7,561 net (10,272 total)
LA to NYC; How long would it take to walk?
~2,500 miles. Assuming 3mph speed and walking 8-hours a day = ~24 miles a day. It would take about 104 days
Referrals
Roleplay time! Demonstrate your referral ask
eMeeting
Yay! Roleplay how you would describe eMeeting to an advisor
What does APWG stand for and how much AUM do they have? (within $1B)
$29.9B
411 5ce
Roleplay time! Describe/sell your program with a CEO/leader of a practice. Yay :)
Pen
Sell me this pen