Charles Schwab Programs

Revenue Architects has supported a range of Charles Schwab programs for financial advisors. These include speaking and facilitation at Schwab’s annual IMPACT conferences as well as regional events. We are currently working with Schwab in support of RIA Stands For You.

Helping Advisors Activate the RIA Stands for You campaign

The RIA Stands for You campaign, launched by Charles Schwab, provides independent advisors ready-made, free marketing tools that explain the benefits of independent advice.  Revenue Architects can help Schwab Advisor Services clients get the most from this campaign.

We offer a full-range of support that an advisor team can use, including:

• Tactics on using the campaign content
• Compliance (see recent post)
• Custom branding of websites with the RIA Stands For You Logo
• Building distinctive value propositions for target segments
• Engaging 1:1 with new digital tools
• Creating and customizing distinctive content including branded materials, sales kits and marketing brochures
• Designing,  deploying and enhancing websites and search engine visibility
• Building digital presence and experiences across social networks
• Facilitating referrals and acceleration of introductions
• Engaging with blog and related marketing content

Revenue Healthcheck For Advisors

A great way to get started with your plan is with our accelerated healthcheck. The healthcheck is a collaborative, time-boxed, best practices assessment that helps you quickly identify where the opportunities are greatest for revenue impact. We place particular emphasis on the areas that are most important to your firm’s strategies, while evaluating 50 dimensions of best practice performance. We typically conduct two workshops and prepare a prioritized action plan that specifies your “must-do”, “should-do” and “could-do” actions.

Contact us to learn more.