RiA Stands for You: Halo Effect for Advisor BrandingRiA Stands For You

It’s simple, yet powerful.  Leverage the distinctive brand identity in the Schwab RIA Stands for You (RiAS4U) campaign to elevate your brand image and credibility with clients, prospects and influentials as a Registered Independent Advisor (RIA).

  • Align your brand with the RiAS4U messaging
  • Follow the branding standards and creative brief provided by Schwab Advisors

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We have been using the Revenue Grader now for several months and as we gear up for a new release, I thought it would be worthwhile to highlight what has made it valuable for the clients who have used it so far. One of the challenges we have had is making sure our users understand what it is – and what it isn’t.

What is the Revenue Grader?

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Best Wishes for the New Year!

Consider adding these resolutions to YOUR list and increase your impact in 2013.

  1. Deepen Your Relationships… Use social media and filtering tools to deepen 1:1 relationships, retain and grow contacts.
  2. Earn Your Reach In addition to paid media, differentiate with quality content to drive reach with earned media.
  3. Hug Your Sales Team… Don’t let inbound marketing make you forget your valued selling professionals and partner channels.
  4. Enhance Your Revenue Systems… Use best practices in media management, marketing automation, CRM, and social media
  5. Innovate and Stand Out Dust off that strategy and use design thinking to create innovative digital experiences.

 

Team Revenue Architects
revenuearchitects.com
877.REV.EARN

 

Revenue Architects

As you consider your digital strategy and in particular, financial advisor compliance strategies that take advantage of the Charles Schwab RIA Stands For You Campaign, there are a number of questions you may have related to regulatory compliance. The following responses were provided by, Mitch Avnet. Mitch is a Revenue Architects supporting partner and leading industry compliance expert who’s background includes experience with Lincoln Financial Group, Wachovia and PNC Financial.  Need assistance in your compliance program?  Contact us!

Below are some FAQs for compliance and Mitch Avnet’s replies:

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Part I: Establish an Effective Website Hub

This is the first of a five-part series –Financial Advisor: Digital is the New Marketing — providing core “new marketing” strategies for financial advisors including some special aspects for Schwab RIAs to leverage the RIA Stands for You campaign (RiAS4U).  Subsequent parts will cover, branding, engagement & targeting, social media and campaigns.  

Your website is the HUB of integrated marketing. It is:

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By John Stone

Next week, I will be presenting with Charles Schwab on national webinar for Registered Investment Advisors. The focus is on shaping digital strategies in support of the RIA Stands For You campaign.

Many of our financial advisor clients are late adopters of social media and digital marketing. Why? The advisory business is deeply 1:1, highly personal and guided by confidentiality and extensive regulation. Launching into a social media and digital marketing strategy is fraught with potential pitfalls and a mis-step can undermine the hard fought reputation that is the life blood of the advisor and the primary source of new business through referrals.

So how should an advisor tackle the digital marketing minefield?

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