You Don’t Know What You’re Saying No To – with Brian Mora

from Advisor Talk with Frank LaRosa · host Frank LaRosa, Brian Mora

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.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Brian Mora on LinkedIn or via phone: (609)-335-8844https://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

What this episode covers

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Vice President of Experienced Advisor Recruiting at Ameriprise Financial, for a candid discussion that challenges outdated perceptions of one of the industry’s fastest-growing firms.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.

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You Don’t Know What You’re Saying No To – with Brian Mora

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This episode is 47 minutes long.

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This episode was published on November 13, 2025.

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