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You Don’t Know What You’re Saying No To – with Brian Mora
Episode 252
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
Published on 11 hours ago