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Save up to 75% with AdvisorReady™ Brands

PLAN

 

Setup Fee

$599

Monthly Fee
(paid quarterly)

$95

 

 

PERSONALIZATION INCLUDES:

 

 

Your Logo

 

“Our Company” Page

 

“Our Services” Page

 

“Our Team” Page

 

“Contact Us” Page

 

Our Process (diagram and one sheet)

 

Brand Specific White Paper

 

Brand Specific Checklist

 

At Least Four Brand Specific Articles*

* FRESH CONTENT PROMISE

 

 

Articles Reviewed/Updated on an Annual Basis

 

New Articles (2+) Each Year

 

Access to Update Website Content

 

Access to Content Training

 

Compliance Approval Assistance

 

 

WEBSITE RESOURCES/ADD-ONS:

CALL FOR PRICING

 

Advanced Website Customization and Coding

 

Color Palette Customization

 

Additional E-mail Capture Forms

 

Tweaked Logo Design

 

Assisted Website Update Retainer

 

Plug-ins: Market Watch, Financial Calculators, and More

 

 

BRAND EXTRAS:

CALL FOR PRICING

 

ProFirm Newsletters

 

Financial Resource Center

 

Let’s Talk Money® Newsletter

 

Financial Planning Guides

 

Smart Sheet Series

 

Tax Planning Guides

 

New Logo Design

 

Corporate Brochure

 

PowerPoint® Template

 

Basic Stationery Package
(2 Envelopes, 5 Business Cards, 1 Letterhead)

 

Pro Stationery Package
(2 Envelopes, 10 Business Cards, 1 Letterhead, 1 Note Card, Powerpoint® Template)

 

LifeBalance Assessment Tool

 

Monthly Newsletter

 

 

CONSULTING SERVICES:

 

 

Custom Branding/Exclusive Branding

 

Custom Website Design

 

Writing/Editing

 

Personal Marketing Plan

 

 

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goodbrand

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Tips for Telling Your Story

If your website doesn’t have a compelling, professional message that resonates with your target audience, it will do little to build client loyalty or convince prospects and centers of influence to work with you. The fact is, a website is a 24/7 opportunity to tell your story and nurture your brand — and that’s an opportunity you can’t afford to miss.

Read More

Contact Information

15 Corporate Circle
Albany, NY  12203
Tel 800-525-4237
Fax 518-862-3355

E-mail: Contact Us

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