Honored to receive recognition
All of us at Carlson, Denison & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Carlson, Denison & Associates team and the great experience we work so hard to provide for our clients every day.
The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of netflows, the percentage of net flows derived from assets under management.