Daniel Landrau

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One advisor success story can create dozens of new ideas. At this week's Fort Lauderdale branch meeting, Lance Ross, APMA® shared a recent estate and insurance planning case that sparked great discussion around client engagement, planning opportunities, and practice growth. The best branch meetings aren't about presentations. They're about sharing what's working, celebrating wins, exchanging ideas, creating accountability, and helping advisors serve clients at a higher level. This week's conversation also highlighted our upcoming Social Security & Medicare event, another opportunity to create value for clients while deepening relationships (in AND out-of-state). No corporate talking points. Just local advisors sharing real-world successes and growth strategies that are working right now. #FinancialPlanning #PracticeGrowth #EstatePlanning #Leadership #AdvisorGrowth Ross Cammarata, CRPS® Paula Diaz-Duque

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Every firm says they have great transition support. In reality, successful transitions aren't about moving accounts. They're about moving relationships. Advisors who deliver consistent advice, have a clear service model, and create value beyond investment performance often find that clients are far more loyal than they realize. The advisor pictured below is a recent example from one of our South Florida offices. An exceptional first year transition driven by trusted client relationships, a clear service model, and technology that helped create a seamless experience for clients and staff. Technology matters. Operations matter. Transition support matters. But relationships matter most. If you're curious how our South Florida leadership, operations, and transition teams help advisors retain more of what they've built during a move, I'd be happy to have a confidential conversation --- 954-787-5177 Chris Lappas, Robert Mayer, CFP®, APMA™, Syndie Levien, CFP®, Paula Diaz-Duque

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💡 Succession planning is about more than getting the highest multiple. One of the more thoughtful articles I've read recently highlights how: ✅ Retention clauses ✅ Earnout provisions ✅ Growth hurdles ✅ Deferred payouts These can dramatically change what a seller ultimately receives. The advisors I speak with rarely need another article telling them they need a succession plan. They want to know: Will the plan actually deliver the outcome I'm counting on? Great read from the Kitces network. 👇 Worth bookmarking. https://www.kitces.com/blog/deferred-payments-trap-seller-valuation-terms-retention-payments-earnout-cagr-target/?utm_source=ActiveCampaign&utm_medium=email&utm_content=How%20Seller%20Multiples%20For%20Advisory%20Firms%20Get%20Reduced%20Post-Deal%20By%20Retention%20And%20Earnout%20Growth%20Contingencies%20%20%5BNEV%5D&utm_campaign=NEV%20Monday%20Email%20-%20Low%20Engager%20%28Reader%20Survey%29%20%28Copy%29&vgo_ee=l68txa4W6Crtu9W3Ldx5aTSADXQP9%2Fb3A8%2BIkYaeILNlRcFk82NWNZ%2FQ%3ASjSWKrNEtRccbQV2Evxzw5S2%2FfbOT7%2BX

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The older I get, the more I realize success has less to do with what you achieve and more to do with who you get to share it with. This month I celebrated 20 years with Ameriprise Financial Services, LLC while attending our ICONIC Conference in Colorado. There were plenty of highlights: reconnecting with great friends, celebrating colleagues achieving incredible milestones, and enjoying a few unforgettable experiences --- the moments I'll remember most weren't on the agenda. Time in the mountains with my family. A gondola ride with my son. A chance to slow down and appreciate the people who make everything else possible. Twenty years into this journey, one thing has become clear: no meaningful accomplishment happens alone. Behind every milestone is a support system, mentors, teammates, friends, and family who help make it possible. To my wife, thank you for being my biggest supporter, my best partner, and for making sure every trip includes a professional photographer 😎 Years from now, these photos may be what we treasure most. Grateful for the people, the friendships, the opportunities, and the memories. #AmeripriseFinancial #Leadership #Family #Gratitude #Colorado #ICONIC #20Year

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If I learn one new thing each year about Social Security or Medicare, it's time well spent. The retirement landscape keeps changing, and informed decisions matter. That's why our South Florida leaders are proud to sponsor educational events for advisors, clients, family, and friends, regardless of where they live. ✅ Social Security strategies ✅ Medicare updates ✅ Virtual & complimentary ✅ Open to attendees nationwide 📅 September 22 | 12 PM ET 💻 Virtual Event RSVP through your Ameriprise advisor or via the registration link below: https://events.teams.microsoft.com/event/2caf47ea-546f-48a8-b13e-7d772c277bd3@7855c2e1-437a-4870-9615-daaacaed4348

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Solid perspective from @newsfromin on UHNW families. The advisors creating the most impact are helping families: • Communicate better • Transfer values, not just assets • Educate heirs earlier • Build long-term family alignment • Create a lasting legacy I've personally seen some of our best advisors facilitate these "family office disciplines" for years because successful wealth transfer is about much more than assets. #WealthManagement #LegacyPlanning #FamilyGovernance #Ameriprise https://www.investmentnews.com/practice-management/family-meetings/267741?hsmemberId=140233390695&tu=&utm_campaign=&utm_medium=20260817&_hsenc=p2ANqtz-_Lxi6-KPdYwvuxLyw-3YvvZLbBUoIrxNF27nM60UbGvY_nQHoM5Z11TACzx7z_R1M1MzlipJYDScPa-i748ULq8SeI1b3ZdRBBJJGYW9cAqkWc-rY&_hsmi=433544210&utm_content=&utm_source=

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🚀 High performers in our FLL office looking to add the right partner — A Practice Manager who wants to grow fast and go far. ✨30+ years of Ameriprise experience between lead advisors ✨18%+ CAGR (last 3 yrs mix of organic & external practice acquisitions) ✨Deep expertise, precision, and client‑first ex*****on ✨A track record of consistent growth and exceptional practice management ✨A collaborative, detail‑driven culture that sets the bar high for our market and the industry I’m excited about what this opportunity means for our S FL operation & for the right individual who steps into it: https://lnkd.in/eTuVYA9R Ross Cammarata, CRPS®, Blake Giusti, Allen Weidman CFP®, ChFC®, CRPC®, APMA®, CLU®, Lorenna Ellison APMA®, CRPC™, Jack Rearden, Paula Diaz-Duque

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Great way to wrap up the summer with Ethan Hernandez and Amandia Farsedakis as they presented the results of their internship capstone projects. Over the past few months, they didn't just observe the business, they contributed to it. From supporting advisor/teams to helping onboard experienced advisors into our South Florida offices, they consistently raised their game and added value every step of the way. Our final conversation focused on the many career paths available in our profession, whether as an advisor, leader, operations professional, or support specialist. The future is bright, and I have no doubt both will make an impact wherever their careers take them. Thank you Kelly Blanchard & Robert Mayer, CFP®, APMA™ for making it a strong experience for them.

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A shoutout to South Florida’s small businesses that understand the experience economy. This weekend at @artneststudios , we were reminded that growth comes from creating moments people remember. ✔️ Personalized attention ✔️ The perfect balance of structure and creativity ✔️ An experience that helped our 2 yr-old jump out of his artistic shell The businesses that win aren’t always the biggest—they’re the ones that make people want to come back and tell others. Thank you, Art Nest Studios, for an incredible family experience. #SmallBusiness #ExperienceEconomy #CustomerExperience #SouthFlorida #Entrepreneurship

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A first-class event featuring a first-class speaker. Looking forward to hearing Anthony Saglimbene, Ameriprise Financial Services, LLC Chief Market Strategist, share his outlook on the economy and markets at the upcoming FPA Miami event. 🎤 Keynote announced for the 21st Annual FPA of Miami Symposium. We are pleased to welcome Anthony Saglimbene, Chief Market Strategist at @ameriprise, to the Symposium stage for an Economic Update. With more than 25 years at the firm, Anthony leads market research across asset classes, sectors, and regions, and serves on the Ameriprise Global Asset Allocation Committee. His analysis is regularly featured in Bloomberg, The Wall Street Journal, Financial Times, Reuters, and more. Join CFP® professionals and financial planners from across South Florida for the biggest day in financial planning in 2026. 📅 November 12, 2026, 8:00 AM to 7:30 PM (5:30 PM - 7:30 PM Networking & Cocktails) 📍 Rusty Pelican, Key Biscayne Six hours of continuing education credits available. Early-Bird pricing is open now for members and non-members. Register: https://lnkd.in/eFd_46mH