Ameriprise Financial, Inc.
Strategic Account Battlecard | Feb 2026 Update
$1.7T AUMA
Ticker: AMP
Strategic Foundation
MISSION
"To help people feel more confident about their financial future."
CAMPAIGN HOOK
"Advice Worth Talking About"
Value Proposition
The "Confident Retirement®" Framework
Covering Essentials
Ensuring Lifestyle
Preparing for Unexpected
Leaving a Legacy
10,000+ Advisor Distribution Net
Hybrid Broker/Adviser Flexibility
Integrated Affiliated Manufacturing
High-Touch Advanced Planning
STRENGTHS & OPPS
- • Massive distribution brand (Est. 1894)
- • HNW "Mass Affluent" ($500k-$5M) Growth
- • Productized advice conversation
WEAKNESSES & THREATS
- • Perceived Conflicts (Affiliated Products)
- • Multi-layer Fee Opacity/Complexity
- • Migration to Fee-Only/Fiduciary RIAs
ICP & Buying Roles
Primary ICP
HNW Retirement-Focused Households
Influencers
Family, CPAs, Estate Attorneys
How to Win
WEDGE 01
Fiduciary-First
"No proprietary sales incentives vs Ameriprise conflict disclosures."
WEDGE 02
Fee Transparency
"Single advisory fee vs multi-layer complexity."
WEDGE 03
Niche Specialists
"Focus on tech equity or business-owner liquidity."
Credibility Signals
SEC RegisteredFINRA MemberEst. 1894