more than a custodian
For a financial advisor, making the decision to go independent is a complicated process with many factors to consider. Among the most important decisions is where to custody your assets. We help convince these independent financial advisors to custody their assets with Schwab by communicating the value of the brand at each step of the decision process.
There are plenty of financial advisors who have dreams of going independent. But the process to get there is daunting enough to make many of them stay in jobs they don't like. We worked with Schwab to create a plan for Schwab Advisor Services to help them achieve their independence.
Defining a multi-segment, multi-channel communications plan to move advisors through the decision-making process.
We worked with Schwab to refocus Schwab Advisor Services' prospect and engagement websites with messaging geared toward supporting advisors along their journey. We used public and proprietary demonstration sites as an opportunity to go into greater depth with tools and information that outlined the relationship advisors would have with Schwab on a day-to-day basis.
Live on 10/28/2009.
Schwab Advisor Services wanted to make their brand and their offer more relevant to advisor clients and prospects who serve the ultra-affluent. We helped develop a visual and verbal platform that aligned communications around a shared understanding of this higher net worth target opportunity.
Adapting the brand for a sophisticated audience.
Our long relationship with Schwab has helped contribute to their success, in part evidenced by the positive response to the Schwab Advisor Services prospect site and increase in site visits.
