As competition get's greater and greater for financial advisors ever year, it also becomes more difficult to stand out from the crowd. Every time I ask an advisor; "what makes your firm different from the other advisor's out there?" I always get a similar response.

• fee-only
• fiduciary aspect
• unque process
• our investment strategy

Over the last 8 years, these answers (for the most part) have continued to be the same. While all these things are critical for advisors. For 2013, a better marketing answer might be...

• a professional brand
• appealing to every generation (not just boomers)
• our web based / client friendly processes
• our unique voice
• our strong web presence

4 Things To Consider

1. A Great Website

A great website can quickly enhance your professional image.

• Technology
• On-Site SEO Features & Promotion
• Social Media Integration
• Easy Content Management
• Scalability
• Viewer Appealing Design

2. Good Copywriting

Unique, creatively written copy that appeals to your client base & target market.

• Website Content
• Exclusive Monthly Articles (not canned)
• An Automated Process

3. SEO Services

Stay in the hunt with a good on-going SEO plan customized to your needs.

• Submit Your Site to Local Business Directories
• Identify Your 10 Most Effective Keywords (based on location, services, & target market)
• Begin a Ongoing SEO Plan & Track Results

4. Social Media

Social Profiles are very powerful backlinks to your website.

• Create your accounts
• Integrate with your site
• Automate with your monthly blog

We've all seen the BOLD BLACK websites on the web these days. But are advisors ready to make the jump?

Here Are a Few Who Have

What might the benefits be?

• Readability?
• Different from the norm? Being bold?
• Does it relate to their investment strategy?

One popular request from advisors is...

I want my blog posts to AUTOMATICALLY be emailed to my subscribers/clients.

The best way to do this is to create a free MailChimp account and use their RSS-to-Email Feature (you can even schedule the frequency sent). Then we can add the subscribe form to your site/blog.

Features

• Automatically Send Blog Posts to your subscribers/clients
• Connect Social Media Accounts for automatic postings
• Schedule the frequency sent
• Add a Subscribe Form to your website
  ^{(so newly added email addresses automatically get added to your list)}

See More Features

Setup Steps

1. Create a free MailChimp Account
2. Create a List (for email address)
3. Create RSS-to-Email (using your blog's rss feed)
4. Sync to Social Media Accounts
5. Add Subscibe Form to your site
6. Post Articles to your blog!

See Tutorial

Advisors that link to the Schwab Alliance website for thier client account access need to abide by these rules.

Requirements for Linking

Firms must comply with the following:

1. www.schwaballiance.com—Any link from the firm's site must be to the Schwab Alliance Website home page only. No other portions of Schwab's Website may be used. The Schwab Alliance home page URL is www.schwaballiance.com.
2. After the link has been established, Schwab reserves the right to periodically review the link to assure that it has not changed in any material fashion. If your site is password protected, please provide a user ID and password to your site on the submission form. This password information should remain active as long as you are linking to the Schwab Alliance Website or the Schwab Public Website.
3. The firm's Website must display a clickthrough disclosure page, which must appear after the user clicks on the link to the applicable Schwab Site. The required disclosure is shown below.
4. The firm must comply with the consent guidelines detailed below. You may choose to launch a new browser from your firm's Website to provide access to the Schwab Alliance Website or Schwab Public Website. The following provides specific guidelines to link to the Schwab Sites. Before you link to either of the Schwab Sites, you must set up a prototype and obtain prior consent from Schwab. A prototype is a functional test site which is either password protected or under a test URL address. When completing your submission form, please provide password information and/or the test site URL for viewing the prototype.

Guidelines

The link on firm's Website links to www.schwaballiance.com. Link includes the required click-through disclosure as noted below:

• Disclosure text must be verbatim.
• Font must be 12-point.
• Font color must be black.
• Page background color must be white.

New browser is launched containing the Schwab Alliance Website or Schwab Public Website.

Preview A Sample Here