The Easiest Way to build your money management or financial planning business.

 

The Independent Adviser Corporation
Helping The CFP, CPA or RIA Build and Keep Their Business 

TODAY IS
GET QUALIFIED LEADS: Click Here
EXPAND YOUR CLIENT BASE: Click Here
GET A REAL INTERNET STRATEGY: Click Here
LEVERAGE YOUR BRAND NAME: Click Here
EXPAND YOUR SERVICES: Click Here
Web Site Strategies

NEED MORE INFO OR READY TO JOIN


CLICK HERE

Call us at
(516) 682-8279 for additional information
 
 
Home Page

 

 

NEED MORE INFO OR READY TO JOIN


CLICK HERE

Call us at
(516) 682-8279 for additional information
 
Home Page
 

 

 

NEED MORE INFO OR READY TO JOIN


CLICK HERE

Call us at
(516) 682-8279 for additional information
 
 
Home Page

 

 

 

 

NEED MORE INFO OR READY TO JOIN


CLICK HERE

Call us at
(516) 682-8279 for additional information
 
 
 

 

 

 

 

 

 

 

 

NEED MORE INFO OR READY TO JOIN


CLICK HERE

Call us at
(516) 682-8279 for additional information
 
 
 

 

 

 

 

 

NEED MORE INFO OR READY TO JOIN


CLICK HERE

Call us at
(516) 682-8279 for additional information
 
 
 

 

 

Why do I need my own web site?
Today, hundreds of financial advisers allow their clients to view their accounts online using technology that is currently available from broker dealers such as Charles Schwab, Fidelity and Waterhouse. If you do not start offering this online access under your own web site, prospective clients are less likely to engage you to be their personal financial planner. In the near future, financial advisor web sites will also need to integrate online bill paying and other services that provide value and convenience for your clients. These services are affordable today and will help you retain existing clients and attract new high-net worth individuals.  

Our 1-800-ADVISER Web Design team provides a CUSTOMIZED and integrated turn-key solution to help you develop your own web site strategy. Your web site will be designed by the same web design team that pioneered independent advice for consumers through The-Adviser.com. We leverage the same experience to help independent financial advisers get online to improve their businesses. Our design process is based on 4 easy steps:

  • Select a domain name (i.e. http://www.1800Adviser.com.)
  • Have our team create a customized web site for your firm with a consistent image
  • If available, integrate online access so your clients can review their accounts 
  • Launch your web site and generate traffic with a Link to The-Adviser.com and 1-800-ADVISER.com 

We customize each web site based on a particular financial advisers current and desired client demographics. This can include integrated links to your broker dealers client access page, mutual fund links and research links.

What are the technical requirements of my firm?
None. We provide 24-hour reliability, redundant hardware, extra lines for peak loads and so on plus an experienced web design team that understands the needs of independent fee-based financial advisers. The web site hosting center consists of a multi-million dollar technical infrastructure : multiple T3 connections, dozens of powerful Dell servers, Cisco switches and routers, backup power generators and much more. This level of technology would be prohibitively expensive for you to create on your own.

Hosting with The Independent Adviser Corporation can help you free up your resources to do other things in your business. Keeping up with ever changing web technology requires an enormous amount of time and human resources. We have highly trained, knowledgeable support staff in place to operate the systems, provide technical support, and manage the entire operation 24 hours a day, every day. Duplicating our commitment to web hosting for independent financial advisers is a tall order for most organizations.

What are the fees?
Our initial design fee for your own customized web site ranges from $1,500 to $3,000 depending on complexity. Ongoing web hosting including minor design changes and updates costs $20 per month.


I still have a few more questions but I am ready to get a web site, what should I do next? 
If you are looking for a customized web site, just call Michael D. Porcelain, President at 516-682-8279 or click here for further information.  

Grow your CPA·PFS & CFP Business Today
Click here to get a web site

© Copyright  2001. The Independent Adviser Corporation.  All rights reserved.
Privacy policy   
This site is best viewed by Microsoft's Internet Explorer and Netscape's Communicator.