Cheng says Ameriprise, a member of the minutes, called her mother (one of her clients) at least three times to check if she wasn`t aware of her daughter`s departure before, she said. Brennan focused on marketing and found new ways to reach potential customers. She reworked her LinkedIn profile, responded to requests from the FPA`s media, and reached out to professionals like family law lawyers who work with widows and divorcees, her long-standing niche. For Cheng, the first step was to consolidate her position with the current customers she had at Ameriprise. Working in Your Best Interest – Regulation Best Interest and Your Brokerage Relationship with Ameriprise Financial (116188) Valuation of The Differences Between Brokerage and Management Accounts (113344) E. .