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Steps To Get Started  



 

 Build your site

 

We’ll walk you through the entire process—no technical knowledge or web design experience required! Getting your site up and running can be done in five easy steps:

  1. Interview with a Website Consultant – an experienced Website Consultant will interview you to gain an understanding of your goals so that he/she can make recommendations to best achieve those goals. Your Website Consultant will also help you select and register your domain name.
  2. Select a design – AdvisorSquare’s design gallery offers a selection of over a hundred templates to fit your image. If you decide not to use a pre-designed template, we can design a custom site just for you.
  3. Provide your content – Personalize your site with your business philosophy, biography, pictures of you and your staff, etc.
  4. Review your site – View your completed site and make changes before it goes to your Compliance Manager.
  5. Compliance approval – Our automated online review process makes it easy for your Compliance Manager to review and approve your site for it to go live.
It’s that easy! Find out more about websites
 
 

 Set up email

 
A professional email address can enhance credibility to your business. Rather than yourname52@aol.com, you can have yourname@yourcompany.com — and promote your business with every email you send.

Up to ten email accounts are included with your AdvisorSquare website. You can name your mailboxes (i.e. info@ or yourname@) and access them anytime, anywhere. Either from your office or while you’re traveling, you’re always connected to your email.

Find out more about email

 
   

 Promote your site

 
Your website will be effective only if your clients and prospects can find your site. AdvisorSquare will assist you with marketing strategies to promote your site and drive return visits. AdvisorSquare University offers an ongoing “GetHits” webinar series as well as monthly newsletters that share tips, success stories, and strategies for winning new business. In addition, we can create email templates to corroborate with your website for your email campaigns.
 
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AdvisorSquare designs, hosts, and maintains websites specifically for financial professionals. Call us today at 800.251.3863 to speak with a consultant. As the nation's #1 provider of financial websites, AdvisorSquare provides unique custom website design options and a host of communication tools proven to promote business, acquire new clients, and improve client services. Copyright © 2005 LiveOffice
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