Collaborating with Charles Schwab to Accelerate Advisor Growth

Revenue Architects supports a range of programs with Charles Schwab Advisor Services. We have been a featured speaker at the annual IMPACT conferences and national webinars as well as a number of regional events and workshops. We work with Schwab’s RIA Stands for You campaign, helping advisors adopt the program and take advantage of new digital marketing strategies. A number of our RIA clients are also clients of Charles Schwab Advisor Services.

RIA Stands for You

The RIA Stands for You Campaign provides independent advisors ready-made marketing tools that help explain to investors the benefits of independent advice. The campaign helps educate investors around the selection of an advisor and also provides a geographic directory of selected advisors.

Revenue Architects helps advisors take advantage of the campaign by integrating branding and messaging into their own collateral, websites and digital/ social media and lead generation strategies. Advisors can take advantage of the campaign’s ‘halo effect’ by integrating these elements within their own branding and programs. Look to Revenue Architects to support advisor marketing by:

  • implementing RIA Stands for You branding and messaging
  • customizing  program elements to fit with the advisor’s marketing strategies
  • designing and delivering integrated brand marketing, PR and and communications programs.
RIA Stands for You branding

Integrated Marketing for Financial Advisors

Revenue Architects provides full-service integrated marketing solutions for advisors.

  • Integrated Marketing programs
  • Retained Marketing services
  • Compliance (see recent post)
  • Custom Websites
  • CRM, eMail Marketing and Marketing Automation
  • Marketing Systems and the ‘Model Week’
  • Value Propositions and Segmentation
  • Content Marketing, Branded Materials, Sales kits and Brochures
  • Search Engine Visibility
  • Social Media Marketing
  • Referral Programs

A great way to get started with your plan is with our complimentary digital review and the Digital Experience Index (DXI). We will evaluate the 8 critical dimensions of a modern digital presence.