EXTENDING A BRAND POSITIONING ONLINE

By reinforcing Schwab Institutional’s key differentiator — the personal relationships they build with advisors — Sullivan was able to create a more compelling user experience for prospects visiting Schwab Institutional’s public Web site. We helped Schwab engage prospects by providing key insights, testimonials, and tools to guide advisors through the decision to start and run an independent advisory firm.

Recognition
Bronze, 2007 Financial Communications Society Annual Portfolio Awards, Business-to-Business Web Site Single Category

VISIT SCHWAB INSTITUTIONAL’S PUBLIC WEB SITE

“I was looking at Schwab, and went online because I knew they have registered investment advisors. If I were to be independent, I would use Schwab — it was a very helpful Web site, very easy to research on my own. It made it a very attractive choice.”

Broker considering starting his own firm