Who We AreADVISORSQUARE KICKS OFF INITIATIVE TO PUT EVERY FINANCIAL ADVISOR ONLINE
September 15, 2005
SAN DIEGO, Calif., September 15, 2005 — LiveOffice Corporation (www.liveoffice.com),
today announced the launch of the AdvisorCredit referral program at the Financial
Planning Association’s (FPA) Annual Conference and Exposition. Designed by the
company’s AdvisorSquare division, the nation’s #1 provider of financial websites, this
referral initiative embraces the importance of word-of-mouth and online referrals in the
financial advisory business and rewards AdvisorSquare’s 12,000 financial advisor
customers for spreading the word about the growing importance of establishing a website presence.
With nearly 70% of U.S. households online*, financial advisors can no longer afford to ignore the proven growth opportunities that result from marketing their services via the Internet. Research shows that almost every age group, especially soon-to-be retiring baby boomers, is using the Internet on a regular basis for researching potential service providers, conducting business transactions and shopping. These findings, coupled with the prevalence of residential high-speed Internet access and data gathered from AdvisorSquare customer surveys, led to the development of the AdvisorCredit program.
The AdvisorCredit initiative simultaneously rewards existing and new customers for selecting AdvisorSquare to help them market their practice online. As part of this pilot program, every time an existing AdvisorSquare website owner refers a new client, they receive an AdvisorCredit, which is good for a free month of web hosting services. In turn, the new client receives $100 off the setup cost of their new site. Existing customers are entitled to one AdvisorCredit per referral and can accumulate as many credits as they want, giving them the opportunity to earn month after month of free web hosting services.**
"With almost everyone using the Internet these days, I realized that if someone asked for my website address, I didn’t want to tell them that I didn’t have one. I researched the various website providers and AdvisorSquare’s professional-looking designs and simple setup made it the obvious choice," said Ronald W. Hannes, president of Hannes Financial Services, Inc. (www.hannesfinancial.com). "The best part was that AdvisorSquare’s efforts didn’t stop as soon as my website was done. Their ongoing customer care, education and training programs have continued to provide me with invaluable tips on how to maximize my Internet investment."
AdvisorSquare’s unique approach to website development and hosting has provided over 12,000 financial advisors nationwide with the knowledge they need to maximize their investment in a financial website. AdvisorSquare offers ongoing education and training programs that help advisors promote their practice online, acquire new clients, improve client services and increase sales with a multitude of web-based tools. In addition, GetHits!, AdvisorSquare’s members-only newsletter, offers monthly tips on how to market a financial website and drive traffic.
With nearly 70% of U.S. households online*, financial advisors can no longer afford to ignore the proven growth opportunities that result from marketing their services via the Internet. Research shows that almost every age group, especially soon-to-be retiring baby boomers, is using the Internet on a regular basis for researching potential service providers, conducting business transactions and shopping. These findings, coupled with the prevalence of residential high-speed Internet access and data gathered from AdvisorSquare customer surveys, led to the development of the AdvisorCredit program.
The AdvisorCredit initiative simultaneously rewards existing and new customers for selecting AdvisorSquare to help them market their practice online. As part of this pilot program, every time an existing AdvisorSquare website owner refers a new client, they receive an AdvisorCredit, which is good for a free month of web hosting services. In turn, the new client receives $100 off the setup cost of their new site. Existing customers are entitled to one AdvisorCredit per referral and can accumulate as many credits as they want, giving them the opportunity to earn month after month of free web hosting services.**
"With almost everyone using the Internet these days, I realized that if someone asked for my website address, I didn’t want to tell them that I didn’t have one. I researched the various website providers and AdvisorSquare’s professional-looking designs and simple setup made it the obvious choice," said Ronald W. Hannes, president of Hannes Financial Services, Inc. (www.hannesfinancial.com). "The best part was that AdvisorSquare’s efforts didn’t stop as soon as my website was done. Their ongoing customer care, education and training programs have continued to provide me with invaluable tips on how to maximize my Internet investment."
AdvisorSquare’s unique approach to website development and hosting has provided over 12,000 financial advisors nationwide with the knowledge they need to maximize their investment in a financial website. AdvisorSquare offers ongoing education and training programs that help advisors promote their practice online, acquire new clients, improve client services and increase sales with a multitude of web-based tools. In addition, GetHits!, AdvisorSquare’s members-only newsletter, offers monthly tips on how to market a financial website and drive traffic.
FPA Annual Conference & Exposition
LiveOffice is demonstrating its entire suite of web-based solutions for financial advisors in booth #535 at the FPA Annual Conference & Exposition taking place at the San Diego Convention Center today through Sunday.Schwab IMPACT®
LiveOffice will also demonstrate its product line at the upcoming Schwab IMPACT® conference in booth #410, taking place September 25-28 at the Washington State Convention and Trade Center in Seattle. LiveOffice’s Vice President of Sales & Marketing Steve Uhring is scheduled to speak at the conference.
AdvisorSquare is the nation's #1 provider of financial websites and has helped over 12,000 investment professionals use the Internet to grow their business.
AdvisorSquare accelerates business growth online for financial advisors nationwide with over 100 professionally designed templates, personalized content
pages, NASD-reviewed financial articles, a comprehensive Investor Research Center , valuable financial calculators and countless customization options. Plus,
only AdvisorSquare provides customers with useful Internet marketing tips each month in its member-only GetHits online newsletter.
LiveOffice is the leading provider of on-demand collaboration, communication and compliance applications. From websites to message archiving and conferencing services, LiveOffice is dedicated to helping businesses optimize productivity and achieve regulatory compliance with its suite of Internet-based products. With LiveOffice's products and services, businesses are always just a click away from the most powerful and cost effective web-based productivity solutions available today.
Make Your Office a LiveOffice™ by calling 800-251-3863 or visiting www.liveoffice.com.
©2007 LiveOffice, LiveOffice LLC, AdvisorMail and our logo are trademarks of LiveOffice LLC. All other company names and products are trademarks of their respective companies.
Make Your Office a LiveOffice™ by calling 800-251-3863 or visiting www.liveoffice.com.
©2007 LiveOffice, LiveOffice LLC, AdvisorMail and our logo are trademarks of LiveOffice LLC. All other company names and products are trademarks of their respective companies.