FINANCIAL ADVISOR WEBSITE PROGRAM

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1 { Premium and Basic Websites Website Enhancement Service Digital Brochure Personalized Flipbooks Package and Pricing Options FINANCIAL ADVISOR WEBSITE PROGRAM

2 With the Morgan Stanley website program, we take a different approach to web design and development. We build websites, but we also offer a comprehensive set of solutions to help you establish or improve your online presence. Our goal is simple: Get your business the results you're looking for. We use our knowledge and experience to help you develop an Internet marketing strategy, instead of an empty web presence. Our territory managers take time - first to learn your business - and secondly, to provide solutions that are appropriate to the unique nature of your business. We work to understand not only what you do best, but more importantly, why you do it. While considering this information, above all, we work to keep your website consistent with your current marketing strategy and branding. Together, we can better promote your online exposure and help add to your website s online profitability. How can we help you today? 1

3 BUILDING A WEBSITE DESTINATION THAT REPRESENTS YOUR PRACTICE GET STARTED TODAY. PHONE: ms@50below.com VISIT: Financial Advisors with Morgan Stanley have world class options for starting, updating, and constantly improving how they represent their business to current and prospective clients online. Premium and Basic Websites, Website Enhancement Service, Mobile Websites, Personalized Brochure Flipbooks, and Digital Brochures have been designed to make it easy for you to secure prospective clients, deepen relationships with current clients, and offer features that create a full service destination for all your clients. PREMIUM VS. BASIC WEBSITES. Morgan Stanley has created two website options for showcasing your practice: the introductory Basic Website and the upgraded, customizable Premium Website. The Premium Website option offers you customization and expanded additional articles, reports, videos, and extra pages that highlight your personal brand. The Basic Website option offers you an affordable, turn-key site with a professional design that matches the Morgan Stanley corporate style. DO YOU WANT CLIENTS AND REFERRALS TO FIND YOU? Your current and prospective clients - ous section of Google, Yahoo!, and Bing when searching for you. Website Enhancement Service (WES) places your website as a sponsored link in Google, Yahoo!, and Bing when prospective and current clients (or team name). Based on years of feedback from Financial Advisors, the richest stream of referrals leading to new business is word-of-mouth referrals from existing clients to their family, friends, and coworkers. WES is intended to leverage this referral business. COMPARE WEBSITE FEATURES. The following feature comparison will help you determine the website that ( = included, = limited/no customization, = not included): WEBSITE FEATURES Basic Premium Advisor/Team Photo Contact Information Titles/Designations Contact Me Request Appointment -a-Friend Map/Directions Portfolio Login Featured Report Welcome Message Biography Working Together Financial Solutions Client Service Team Newsletters Market Insights Product Brochures Seminars & Events White Papers Associations Education Experience Honors In the Press Key Links Bulletin Board Custom Pages Website Themes Market Index/Lookup Guest Book Auto-Updated Videos HOW WES WORKS. last name (or team name) into Google, Yahoo!, or Bing, WES creates a link to your website in the sponsored link section of the search engine. From there, prospects can easily click on the link to go directly to your website. This process happens by using the search engine s name placement programs, which are also referred to as sponsored links. } 1.) Prospects search for Google, Yahoo!, or Bing. 2.) They click on your sponsored listing on the 3.) They now have complete access to you via your website. WHAT YOU CAN EXPECT. When you sign up for WES, you can expect to see the sponsored link to your website appear within 5-7 business days, generally sooner. At this point, you can easily begin drivtelling clients and referrals to type team name) into the most popular search engines. Your Website Enhancement Service includes: Google name placement Yahoo! name placement Bing name placement Online reports with visitor info: - Page views (the number of unique pages your website visitors have viewed) - Top referring websites (other websites that link to you) - Page activity (which pages were viewed and how often) - Search terms (which your website) - Monitoring service Toll-Free Help Desk support 2

4 ADVISOR AND TEAM DIGITAL BROCHURES. Digital Brochures showcase your practice in an easy and enjoyable way. Now you can put yourself in front of clients like a professionally produced commercial, with your photo, contact information, education, experience, licensing, selectable messages, and lifestyle photos that highlight your personal brand. YOUR DIGITAL BROCHURE BENEFITS. A Digital Brochure allows you to quickly send prospective clients an easy-to-watch summary of your . Time-delayed paper brochures aren t always readily available, are expensive to produce and ship, and do not always distinguish your unique practice. Give your top clients an easy method for sharing more than just prospective clients within their social circles. Since your Digital Brochure is conveniently embedded in your website, all viewers will be exposed to additional timely events, white papers, special reports, and other tools and messaging you choose to include on your website. } ENHANCE YOUR WEBSITE WITH DIGITAL BROCHURE FEATURES. Individual advisors can easily add pre-approved education, experience, and licensing information. Updated fonts and color choices that align your Digital Brochure with the Morgan Stanley brand. 7 background music options and 4 voiceover options to better relay your personal brand. 44 pre-approved scripts that introduce and describe your practice, eliminating the need to have any content approved by compliance. An overlaid Click Here to Request an Appointment call-to-action. 48 pre-approved images that align with imaging found on your website, hard copy Dynamic in-frame text pulls in key phrases from the script to reinforce important messages. A new lightbox presentation format engages viewers with an open window view of your Digital Brochure over your website. Display your brand and the vivid Digital Brochure images in full screen mode. Two additional video revisions are included annually, so when your practice changes, your Digital Brochure can too. YOUR PREMIUM WEBSITE IS NOW MOBILE. When your clients and prospects access your Premium Website from their smartphones, it renders in a mobile friendly layout.* The intuitive navigation helps your clients and content about your practice, including contact and bio information, all with no extra work or cost to you! Note: The full version of the website will render on ipads and other tablets because of their larger screen size and broader navigation capability. SCAN HERE Use the QR Code scanner on your mobile phone, or click the image to view a sample of our Mobile Advisor Website. MOBILE WEBSITES FEATURES: The mobile website highlights your personal brand and practice by showing sections like Education, Associations, Experience, Honors, Services, etc. For team websites, team member biographies appear in the Meet Our Group section. Clients and prospects can easily call you by tapping your phone number, send you an by tapping the icon, or submit a form using the Contact page. It s just that simple! Tapping on the LinkedIn or Twitter badges will automatically open those applications and bring people Clients and prospects can simply tap the Map button to locate Your website content is now mobile! Clients on the go can easily access your Investing & Market Insights and Product & Service Materials content from their smartphones. *The mobile website is not available with a Basic Website. Take advantage of this feature by upgrading to a Premium Website today. 3 SEARCH ENGINE PLACEMENT AND DIGITAL BROCHURES GET STARTED TODAY. PHONE: ms@50below.com VISIT:

5 PERSONALIZED BROCHURE FLIPBOOKS. Personalized Brochure Flipbooks give online personalized brochure just like the pages of a magazine, rather than scroll through a PDF. Morgan Stanley Financial Advisors can convert their personalized brochures into these it into an Adobe Flash and HTML format. Flipbooks can be accessed on smartphones, desktops, and tablet computers. Your clients brochure like turning the pages of a magazine. When viewed on a desktop, Flash format. When viewed on a mobile device or tablet, the Flipbooks are available in 3 locations on the Morgan Stanley Premium Website: - Newsletters and Brochures page - Featured newsletter - Right-hand banner thumbnail image PRICING GUIDE: A LA CARTE OPTIONS: Customer Product SetUp Fee Price Individual Basic Website $25 Individual Premium Website $150 Individual WES n/a Individual Digital Brochure $150 Team Basic Website $25 Team Premium Website $150 Team WES n/a Team Digital Brochure $150 Individual or Team Addt. Name Placement n/a Individual or Team Personalized Flipbook n/a WEBSITE PACKAGE OPTIONS: Packages 1st Year Price Package Savings $75/year, $150/year, $360/year, $360/year, $90/year, $120 one-time/ per conversion 2nd Year Price Individual Package 1 (Premium Website, WES, and Digital Brochure) Individual Package 2 (Premium Website and Digital Brochure) Individual Package 3 (WES and Digital Brochure) Team Package 1 (Premium Website, WES, and Digital Brochure) Team Package 2 (Premium Website and Digital Brochure) Team Package 3 (WES and Digital Brochure) $870 $150 $720 $705 $75 $555 $75 $1110 $150 $960 $825 $75 $675 $75 $480 (plus WES, if applicable) $480 (plus applicable website fee) $600 (plus WES, if applicable) $600 (plus applicable website fee) Please note that only personalized brochures made through Morgan Stanley marketing creative services can be turned into Personal- ized Brochure Flipbooks. If you do not have a personalized brochure and would like one, call the MS Services Center at (800) At the prompt, say Marketing and you will be directed to a liaison. GET STARTED TODAY. PHONE: ms@50below.com {VISIT: 4

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