Seminar
January 22nd, 2026
Our team hosted a client seminar at Pappadeaux Seafood Kitchen in a private event space from 5-7 PM. The event featured guest speakers Tom Marik and Luke D’Alessandro, who shared personal testimonials about their experience working with JP White, CEO of Bluebonnet Financial Advisors, operating under Ameriprise Financial. They shared stories of them working in the industry, sharing the importance of trust, long-term planning, and relationship-driven advising. Attending this seminar allowed me to meet with clients of the company and build a face to face relationship. I was able to observe how financial professionals combine strategic communication with client education in a live setting. It reinforced how events like these strengthen credibility. deepen client relationships, and reflect the firms commitment to personalized financial guidance.
January 22nd, 2026
Our team hosted a client seminar at Pappadeaux Seafood Kitchen in a private event space from 5-7 PM. The event featured guest speakers Tom Marik and Luke D’Alessandro, who shared personal testimonials about their experience working with JP White, CEO of Bluebonnet Financial Advisors, operating under Ameriprise Financial. They shared stories of them working in the industry, sharing the importance of trust, long-term planning, and relationship-driven advising. Attending this seminar allowed me to meet with clients of the company and build a face to face relationship. I was able to observe how financial professionals combine strategic communication with client education in a live setting. It reinforced how events like these strengthen credibility. deepen client relationships, and reflect the firms commitment to personalized financial guidance.
Week One:
It All Begins Here
During the first week of my internship, I focused on understanding the structure, workflow, and client service approach of the financial advising team. I was introduced to the firms operational systems, observed client communication processes, and began learning how the team works together.
January 27th, 2026
I Started on my training program for Ameriprise Financial. I completed the OED Welcome Video, as well as New Hire Field Compliance Curriculum four hour course training.
January 29th, 2026
Our team had a ramp-up meeting with the Ameriprise team, where they help with any needs we have. We meet with them every-other week.
January 30th
This was my first day in the Groves location. I was able to shadow an advisor and listen to client phone calls, collect information to enter into a data sheet.