The 52: Simple Ideas to Transform Your Marketing


Take Advantage of Schwab’s
“Find an Independent Advisor” Campaign

If you custody with Charles Schwab, take advantage of the marketing dollars they are spending on commercials promoting the independent financial advisor. First, make sure you are listed on the website. Then, develop a landing page on your website that specifically addresses the virtues of being an independent advisor, and include a contact form or a button to schedule a call or consultation. Include a link to the landing page from your Schwab listing so you can track the prospects coming from this campaign.