Upcoming Events

The Art of WOW

Riley Horlacher, CIMA® , Director - Janus Henderson Investors

Erin J. Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor

Join us for the fourth workshop in our Wellness Series, which is a series of topics devoted to going beyond finance in our quest for a more holistic approach to Wellness.

Learn how to systematically exceed client expectations and drive deep client loyalty by creating meaningful, unforgettable moments that clients talk about.

  • Passions & Interests: Do you know what your clients value?
  • Personality in Practice: Learn the personality of your client & speak their language of WOW
  • Emotional Dynamics: Learn how to discover your clients emotional triggers & find out what WOW means to them.
  • Culture & Mindset: Encourage WOWs in every part of your practice!

To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Riley Horlacher, CIMA® & Janus Henderson Investors are not affiliated with Ameriprise Financial, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. Ameriprise © 2019 Ameriprise Financial, Inc., All rights reserved. 2820584ACMR1119

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Ruth's Chris Bring a Friend Event

Erin Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor

Heritage Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.

We would like you to join us for an exclusive event and an informational presentation of "Investing for the life you deserve - today and tomorrow" at Ruth's Chris, Bellevue, WA on Tuesday, January 7th at 6:00pm.

Please consider how we could help someone you know who might benefit from this information and invite them to join us for this special event.

For more information: call us at 253.851.0717 or email us at lori.aest@ampf.com

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Erin J Scannell, CA Insurance License # OD20013

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The Elements of Extraordinary Teamwork

Riley Horlacher, CIMA® , Director - Janus Henderson Investors

Erin Scannell, CFP®, CLU®, ChFC®, AAMS®, Private Wealth Advisor

Join us on Wednesday, January 15th, 2020 at 9:00 am for the next workshop in our Wellness Series, which is a series of topics devoted to going beyond finance in our quest for a more holistic approach to Wellness.

Learn the six habits for cultivating shared awareness, five ways to cultivate a ONE Thing Culture, and understand the core elements that impact team chemistry.

  • Compelling Catalyst: Defining your WHY defines your purpose, motivates your team and attracts clients
  • Shared Awareness: Discover what we do well - as individuals, and together. Capitalize on team strengths
  • Focus Discipline: Success often depends on focus - and the power to say no to everything else
  • Helpful Tools & Exercises: *Uncover your WHY *Goal Setting to the Now *Increase awareness of your blind spots

To reserve a spot: call us at 253.851.0717 or email us at lori.aest@ampf.com

Janus Henderson Investors

This is an informational presentation. There is no cost or obligation. The Compass is a trademark of Ameriprise Financial, Inc. Riley Horlacher, CIMA® &Janus Henderson Investors are not affiliated with Ameriprise Financial, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. Heritage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc. Ameriprise ©2019 Ameriprise Financial, Inc., All rights reserved. 2822860ACMR1119

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