- Home Alliance is really a reliable company with qualified technicians. Los Angeles, CA. Home Alliance services are really exceptional. I noticed that my home was very stuffy and I thought it.
- The Advisors Alliance 2: Growling Tiger, Roaring Dragon Ep 15 Eng Sub From Sima Yi swords to Zhuge Liang's white crane feather fan, all hinted a war is about to break out. The relationship of Sima Yi and the second generation of Emperor Wei Cao Rui will be in play in part 2. Sima Yi's role as the 'Minister' continue into Cao Rui and Cao Fang reign, where Sima Yi also encounter the greatest.
- The Advisors Alliance Season 2
- The Advisors Alliance
- The Advisors Alliance Cast
- The Advisors Alliance Youtube
Nominated 25 times, The Advisors Alliance won “Best Network & Web Production,” “Best Scriptwriter” (Chang Jiang), “Best Actor (Wu Xiubo at the 2nd Golden Guduo Media Awards. Independent Advisor Alliance lowered its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 23.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,211 shares of the financial services provider’s stock after selling 662 shares during the period. Independent Advisor Alliance’s holdings. The Advisor's Alliance (Original title '大軍師司馬懿之軍師聯盟', or The Great Military Strategist Sima Yi: The Military Strategists' Alliance) is a Chinese television series made in 2017 focusing on the life of Wei statesman Sima Yi (portrayed by Wu Xiubo) during China's Three Kingdoms era.
Independent Advisor Alliance lowered its stake in Ameriprise Financial, Inc. (NYSE:AMP) by 23.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,211 shares of the financial services provider’s stock after selling 662 shares during the period. Independent Advisor Alliance’s holdings in Ameriprise Financial were worth $341,000 at the end of the most recent reporting period.
Other large investors also recently added to or reduced their stakes in the company. Nachman Norwood & Parrott Inc bought a new stake in Ameriprise Financial in the third quarter valued at $26,000. Provident Wealth Management LLC purchased a new position in Ameriprise Financial during the third quarter valued at $32,000. Ovata Capital Management Ltd purchased a new position in Ameriprise Financial during the second quarter valued at $36,000. Optimum Investment Advisors raised its position in shares of Ameriprise Financial by 30.3% in the 2nd quarter. Optimum Investment Advisors now owns 318 shares of the financial services provider’s stock worth $48,000 after purchasing an additional 74 shares during the last quarter. Finally, Cerebellum GP LLC purchased a new position in shares of Ameriprise Financial in the 2nd quarter worth about $58,000. Institutional investors and hedge funds own 84.04% of the company’s stock.
Ameriprise Financial stock opened at $177.30 on Friday. The stock has a 50-day moving average of $164.34 and a two-hundred day moving average of $150.83. The company has a debt-to-equity ratio of 0.67, a quick ratio of 0.84 and a current ratio of 0.84. Ameriprise Financial, Inc. has a one year low of $80.01 and a one year high of $187.48. The stock has a market cap of $20.92 billion, a PE ratio of 12.70 and a beta of 1.78.
Ameriprise Financial (NYSE:AMP) last announced its quarterly earnings data on Monday, November 2nd. The financial services provider reported $4.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.17 by $0.10. Ameriprise Financial had a return on equity of 33.47% and a net margin of 15.16%. As a group, sell-side analysts predict that Ameriprise Financial, Inc. will post 13.9 EPS for the current fiscal year.
The business also recently declared a quarterly dividend, which will be paid on Friday, November 20th. Investors of record on Monday, November 9th will be given a dividend of $1.04 per share. This represents a $4.16 annualized dividend and a yield of 2.35%. The ex-dividend date is Friday, November 6th. Ameriprise Financial’s dividend payout ratio is currently 25.84%.
![Sima Sima](https://fm.cnbc.com/applications/cnbc.com/resources/img/editorial/2017/10/26/104799957-GettyImages-690197948-cvs.1910x1000.jpg)
Ameriprise Financial announced that its Board of Directors has initiated a share buyback program on Tuesday, September 29th that permits the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization permits the financial services provider to purchase up to 12.5% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s board of directors believes its stock is undervalued.
The Advisors Alliance Season 2
A number of equities analysts have weighed in on the company. Morgan Stanley boosted their target price on Ameriprise Financial from $168.00 to $175.00 and gave the stock an “equal weight” rating in a research report on Thursday, October 29th. Piper Sandler boosted their price target on Ameriprise Financial from $178.00 to $182.00 and gave the company an “overweight” rating in a research note on Wednesday, October 7th. Zacks Investment Research upgraded Ameriprise Financial from a “hold” rating to a “buy” rating and set a $166.00 price objective for the company in a research note on Thursday, October 29th. Barclays started coverage on Ameriprise Financial in a research note on Thursday, August 13th. They set an “overweight” rating and a $195.00 price objective for the company. Finally, ValuEngine upgraded Ameriprise Financial from a “strong sell” rating to a “sell” rating in a research note on Friday, September 11th. One analyst has rated the stock with a sell rating, one has assigned a hold rating and eleven have issued a buy rating to the company. Ameriprise Financial currently has an average rating of “Buy” and a consensus price target of $180.42.
In other news, insider Joseph Edward Sweeney sold 10,927 shares of Ameriprise Financial stock in a transaction that occurred on Tuesday, November 3rd. The stock was sold at an average price of $167.73, for a total value of $1,832,785.71. Following the sale, the insider now directly owns 52,161 shares of the company’s stock, valued at $8,748,964.53. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Karen Wilson Thissen sold 620 shares of Ameriprise Financial stock in a transaction that occurred on Friday, October 30th. The stock was sold at an average price of $159.22, for a total value of $98,716.40. Following the completion of the sale, the vice president now directly owns 14,164 shares in the company, valued at $2,255,192.08. The disclosure for this sale can be found here. 1.50% of the stock is currently owned by company insiders.
Ameriprise Financial Company Profile
Ameriprise Financial, Inc, through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally. It operates through five segments: Advice & Wealth Management, Asset Management, Annuities, Protection, and Corporate & Other. Sports bet reviews.
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Enhance Your Attorney Advisor Alliance To Double Your MarketingThe industry is shifting, and today’s consumer is looking for their professionals to communicate, collaborate, and coordinate all aspects of their financial and estate plans. The silo approach of visiting a financial services professional, an attorney, an insurance agent, and a tax professional is becoming an outdated model for the history books. The new, modern model, holistic planning, brings the attorney, the financial professional, the insurance agent, and the tax professional together, all collaborating on the client’s behalf.Holistic planning is not a new concept, but it has traditionally been reserved for ultra-high net-worth families. Firms like Goldman Sachs or boutique family offices have provided holistic planning to these clients, but the mass affluent American families have been largely neglected. Instead, these high net-worth families (or individuals) have traditionally been served by professionals working in silos, largely acting as salespeople rather than holistic advisors. It doesn’t matter if the professionals are selling stocks, bonds, life insurance policies, annuities, wills or trusts, or selling tax preparation; they are all just selling products and services specific to their professions. Rarely are these professionals tying it all together into one comprehensive and holistic plan.None of us have all the answers and clients don’t expect us to. We know we need to bring other professionals into the planning mix from time to time, which is why we establish referral partners. However, there is a significant difference between a referral partner and a professional alliance. With a referral partner, the collaboration generally stops once the referral is given. It is purely transactional. Most professionals fail to capitalize on the value of the professional relationship development process before and after that mutual client is served. By shifting the relationship from a referral partner into a professional alliance, a professional can transform their business by providing better advice and service, gaining an accountability partner, reducing marketing expenses, and getting in front of more ideal clients.In summary, a referral partner is someone you trust to provide superior services for your client, without the referral partner expecting much back in return. A professional alliance is one in which each party is committed to helping each other achieve their goals.Two of the most transformational professional alliances can come between a financial advisor and an attorney. Both professionals share a common client demographic, both rely upon each other in order to best serve the client, and both completely complement each other’s set of skills and services. When working together as a true professional alliance, the sum is much greater than the individual parts.It seems like a no-brainer that all financial advisors and attorneys should have a professional alliance, so why don’t they?To better understand this, we conducted a survey of hundreds of financial advisors and attorneys on their businesses, their marketing, their professional relationships, their biggest fears and the best opportunities they see in aligning with their counterparts.We analyzed this data and worked with industry leading advisors and attorneys to create a process to break down the silos. Today, this process is called The Attorney Advisor Alliance™.Before we discuss The Attorney Advisor Alliance, I want to share some of the highlights of our research.
The Advisors Surveyed Shared The Following Characteristics:
- Independent advisors (non-wire house)
- Securities and insurance licensed
- Average experience of 17 years
- Average of 2-3 staff members
- Average range of their client net worth:
- 15%: $250k – $500k
- 45%: $500k – $1m
- 30%: $1m – $2m
- 10%: $2m+
The Attorney’s Surveyed Shared The Following Characteristics:
- Private practice specializing in estate planning and elder law
- No securities or insurance license
- Average experience of 19 years
- Average of 3-4 staff members
- Average book of business is $90m of client assets
- Average range of their client net worth:
- 60%: $500k – $2m
- 40%: $2m+
Based on the research, the experience and success between these two professions align similarly. In addition, the majority of all surveyed were still in growth mode. The results from our survey provided some valuable insights; here are some of the highlights:
- On average, 40% of the attorneys’ new business was referred to them by financial advisors. If you add insurance agents into the mix, that number increases to over 50%.
- On average, advisors were referring 20+ clients per year to attorneys for legal and estate work.
- Advisors were only averaging a few referrals from the attorneys each year.
- 73% of advisors stated they did not feel they had a strong working relationship with their attorney referral partner.
It is fairly obvious why most financial advisors were unhappy with their relationships – they felt it was a one-way street. Follow-up consultations with both the attorneys and the advisors revealed that neither party was to blame for the weak relationship.
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Advisors could point the finger at the attorneys, claiming that they are referring five times as many clients to the attorneys and they feel that the balance is unfair. But the attorneys clearly aren’t going to sabotage one financial advisor’s referral and then refer that client to another financial advisor. For example, if I have a referral relationship with Sally Smith attorney, and Sally gets an estate planning referral from Joe Adams financial advisor, she isn’t going to turn around and refer that client to me. Doing that could alienate the client and that business could be lost.
We Also Asked The Attorneys:
Which of the following statements best describes your current situation?
A. I need help in being able to identify clients who could benefit by working with a professional financial advisor.
The Advisors Alliance
B. I am comfortable in my ability to identify clients who could benefit by working with a professional financial advisor.
44% selected A, acknowledging that they need help in identifying clients who could benefit from the professional financial advisor. This indicated to us that we needed to build training around teaching an attorney how to identify opportunities for bringing a financial advisor into the mix.
To validate my earlier point about a synergy that could exist between these two professionals, we asked the attorneys to pick #1, #2, or #3 from the list below:
- I do not have much background with financial investments and would greatly benefit by having a colleague I could call to help me understand financial concepts.
- I have a fairly good understanding of financial investments but on occasion would benefit by having a colleague I could call to help me understand financial concepts.
- I have a strong understanding of financial investments and would benefit in working with an advisor that can help me better understand creative ways or cutting-edge financial planning strategies.
From the survey, 39% of attorneys selected #1, 33% selected #2, and 28% selected #3. This told us that these professions need each other, but both need training on how to identify the opportunities to bring in the other professional. Relying on referrals alone will never jump start a thriving professional alliance.
How we create a professional alliance between an attorney and an advisor started to become clear in a third segment of our survey. We asked all attorneys and advisors two questions:
- Would you be willing to hold joint (attorney and advisor) client appreciation events with your clients?
- Would you be willing to do joint marketing together?
From the surveys, 95% said they would be willing to do joint client events and 98% said they would be willing to do joint marketing. These results showed that the desire was there; we just needed to build a training platform to achieve this alliance. By hosting joint marketing and client events, attorneys telegraphed to advisors that they were more than happy to have a professional alliance to grow new clients together. The joint marketing and client events also solved the issue of the attorneys not being able to refer over a large segment of their existing clients because the source was from other advisors.
In order to build a full-scale marketing plan, attorneys and advisors need to be trained through a relationship development program.
This is why we created The Attorney Advisor Alliance – Referral Matchmaking System.
Whether you have an existing attorney/advisor relationship, or you are seeking a new one, The Attorney Advisor Alliance four-step process will help you achieve greater success.
Match Making Steps for Advisors
Step 1-The Alliance Model
The Alliance Model teaches you how to tap into your existing client base and Centers Of Influence to get recommendations for a professional with whom to create an alliance. In this step, The Attorney Advisor Alliance will show you exactly how to research those professionals and establish in-person meetings to begin the elimination process.
Step 2-The Match Filter
The Match Filter shows you how to narrow your decision down to a select few attorneys or advisors with whom you might want to create a professional alliance. Within this step, The Attorney Advisor Alliance will teach you how to create a new relationship packet, host a 30-minute meeting in their office, set expectations for the alliance, and learn more about your new potential match.
Step 3-The Alliance Interview
The Advisors Alliance Cast
The Alliance Interview is an hour meeting in your office during which you will determine if there is a good enough fit to move forward. During this step, The Attorney Advisor Alliance will teach you all the critical items you need to bring to the table, such as planning philosophies, planning process, differentiators, fees, your perfect client profile, marketing goals, and big picture vision of where you are going with your career and business. The Attorney Advisor Alliance shows how to determine if there is a good match and, if so, laying out a planning partner expectations agreement.
Step 4-The Relationship Builder
In this step, you and your match really get to know each other. Together, you will complete tools created by The Attorney Advisor Alliance to enhance your personal relationships, establish your perfect client profile and, most importantly, take each other through your planning processes. In our surveys, we found a lack of commitment in referring because each professional did not know the other professional’s actual planning process. We highly recommend that the advisor take the attorney through their financial planning process just as if the attorney is a real prospect. On the flip side, the attorney should take the financial advisor through their estate planning process. The attorney and the advisor should make a commitment up front that both professionals will waive their planning fees to establish a better understanding of each other, but there is no commitment to actually hire each other to implement the plan at the end of the experience. If your planning process is valuable, this exercise will pay enormous dividends because the other professional will personally experience what their clients will receive when they refer them to see you. They will be able to speak with their clients from personal experience versus second-hand knowledge.
Lastly, The Attorney Advisor Alliance will teach you to determine how your referrals will take place, as well as outline some rules of engagement, which will carry into your final planning partner expectations agreement.
The biggest danger in this step is a stalled relationship. The Attorney Advisor Alliance will teach you and your match how to establish quarterly meetings to help with accountability toward hitting your goals.
There is nothing more important than relationship development in building a professional alliance. At the end of the day, we do business with people we like. The greatest cause of unsuccessful professional alliances is missed expectations regarding referrals. Once you feel like you have achieved a solid relationship (Step 4), The Attorney Advisor Alliance will teach you and the attorney how to build and execute joint client appreciation and prospect marketing plans. Both professionals will have skin in the game and upside potential to bring on new clients and grow together, but it takes commitment.
To Close, I want to Share One Attorney’s Commitment To Two Questions From Our Survey.
Q. “What dangers, concerns, or fears do you have with working with a financial advisor?”
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A. “I know so little about them, their training, etc. I have no idea whether they would be a product-pushing salesman rushing from one victim to another, or a professional who cares deeply for the clients and realizes that as we do the right thing for other people, doing so provides for our own needs. The dangers are that we invest into a relationship that turns out to be a waste of time and effort, but that is a modest danger, I think it is worth giving it a try.”
Steps 1-4 of The Attorney Advisor Alliance – Referral Matchmaking System protect both the attorney and the advisor from jumping into a bad relationship by spending the appropriate time on the front-end completing exercises and tools to validate the alliance.
When Asked A Follow-Up Question:
Q. “What are the greatest opportunities you could envision in working with a financial advisor?”
A. “I can see a relationship in which we collaborate to help clients achieve their goals for their lives and for their families. I can see a relationship in which each of us is a resource for the other in their profession and in their business. I can see a relationship that opens the door to a new and effective type of marketing. I can see a relationship that goes on over time to provide a stable platform across the transitions in our clients’ lives, and through transitions in the lawyer’s practice and the advisor’s practice.”
If you need help building a true Attorney Advisor Alliance, reach out to us today. We have hundreds of financial advisors and attorneys across the United States who are eager to find that perfect match and we may be able to facilitate an introduction along with the joint training process to succeed.
While you’re on the go, listen to our podcast for more insight on how to build a successful Attorney Advisor Alliance.
If you have further questions, complete the form below to get in touch with one of our business development experts today.