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Alanna Morey

Managing Director at Ameriprise Financial Services, managing over $2 billion in assets under management. Shares expertise in social media engagement for financial advisors.

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Mar 27, 2025 • 22min

Alanna Morey: Making Content and Connecting With Clients | Next Gen

Alanna Morey, Managing Director at Ameriprise Financial Services and a pro at managing over $2 billion in assets, shares her insights on client engagement through social media. She discusses how financial advisors can leverage platforms like LinkedIn to connect authentically, even amidst compliance challenges. The conversation explores the importance of understanding client personas and mastering communication strategies, while also emphasizing the value of vulnerability and mentorship in professional growth. It's a must-listen for anyone in the advisory field!