In this episode of Advisor Talk, host Frank LaRosa sits down with Brian Mora, Senior Vice President of Experienced Advisor Recruiting at Ameriprise Financial, for a candid discussion that challenges outdated perceptions of one of the industry’s fastest-growing firms.
From its roots as American Express Financial Advisors to its evolution into a 2025 powerhouse, Brian walks through how Ameriprise transformed through two decades of investment in technology, culture, and advisor support. He and Frank unpack what’s really behind Ameriprise’s momentum – why advisors are joining in record numbers, how its integrated tech stack drives 11% average organic growth, and what makes the firm’s ramp-up experience different from the rest.
Frank and Brian also dig into:
• The pivotal 2005 spin-off from American Express – and what it unlocked for advisors.
• Why it’s “all about how much you make, not the payout.”
• How Ameriprise’s E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency.
• The power of home-office visits and what advisors should look for in firm culture.
• Why advisors who said “never” to Ameriprise often end up saying “yes.”
If you’ve ever wondered why so many top producers are giving Ameriprise another look, this episode delivers straight answers, real examples, and lessons every advisor can use when evaluating their next move.
Resources:
Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com
Connect with Brian Mora on LinkedIn or via phone: (609)-335-8844
https://www.linkedin.com/in/brian-j-mora-cfp%C2%AE-crpc%C2%AE-awma%C2%AE-4076b610/
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
