Q. How do I modify my site?

A. To begin customizing your site online go to the Modify your Site section and log into the site manager program. Once you're in the site manager simply answer the series of questions, then go to the page you want to modify. When you're finished making your changes click Publish and you're done. The changes will appear on your web site immediately. For more information about how to us the site manager, click on the help button when you're in the site manager.

If you'd like to speak with one of our technical advisors regarding specific customization requests, simply email your ideas to support@clientsource.com or call us at 800-896-4500. 

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Q. How do I add pictures to my web site?

A. If you have pictures that you would like to add to your web site, simply email them to us in digital format (.bmp, .gif and .jpg files are the most common formats) and we will incorporate them into your site for you FREE of charge.  You can also use the site manager located in the Modify Your Site section of our website to incorporate as many different images as you like.

If your pictures are not in digital format but you would like to incorporate them into your website, give our technical support team a call at 800-896-4500. We'll help you choose the best way to get your picture into the correct format and onto your web site.

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Q. Can I have text on my homepage instead of pictures?

A. Sure!  Use the site manager located in the Modify Your Site section change your homepage from "Welcome - Pictures" to "Welcome - Text", then click on publish. It's that easy. If you are having trouble making the switch, please call us at 800-896-4500.

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Q. How can I incorporate my firm logo into my web site?

A. If you have a logo that you would like to add to your web site, you can use the site manager located in the Modify Your Site section. Make sure your logo has your firm name on it, because it will replace your firm name on the top of every page. If your logo doesn't look right when it's placed on your web site, we can resize it for you. We only charge $9.95 to resize pictures. 

If your logo is not in digital format but you would like to incorporate it into your website, give our technical support team a call at 800-896-4500. We'll help you choose the best way to get your logo into the correct format and onto your web site.

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Q. How do I customize the list of services my firm provides?

A.  To modify your list of services, use the site manager in the Modify Your Site section of our website. Enter your user name and password and you're in. Now you can add or delete anything you want.

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Q. Where do I list my credentials on my site?

A.  The best way to list your credentials in your site is to enter them on the Firm Profile page of your web site.  You can modify your Firm Profile using the site manager in the Modify Your Site section of our website.

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Q. How can I add new feature articles to my Newsletter?

A. If you would like to add a new feature article to your Newsletter, please use the site manager located in the Modify Your Site section. Just enter your user name and password and you're in.  Now you can edit all parts of the newsletter or even replace the entire newsletter with one of your own.

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Q. How often should I update the information on my site?

A. You can update your web site as often as you’d like at no extra charge. Ideally, you would like your customers to visit your web site every few weeks. To encourage their return, it is critical that you keep your web site current, updating it with fresh, new information.

To help you accomplish this, your ClientSource site will offer new newsletter articles every month. Your web site will always have fresh, pertinent information your clients and prospects will find useful. The kind of information that will motivate them to take action.

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Q. How long does it take to see the updates?

A. Updating your site is as easy as going to the Modify Your Site section and logging on to the password-secured Site Manager program. Any changes you make will be available immediately to anyone who logs on to your site.

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Q. What can I do if my compliance department doesn’t approve of a particular article or calculator on my web site?

A. If your broker-dealer’s compliance department objects to any specific article or financial calculator on your web site, you can easily remove it from your site by accessing the site manager located in the Modify Your Site section of our website. 

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Q. I want to attract new people to my site. How can you help? 

A. Your web site is the ultimate firm brochure, giving your prospective clients complete information about your expertise, credentials, and vision. Tell everyone you meet about it and get the word out about your great new site.

When you register for a ClientSource web site, we automatically register your site with over 400 major search engines on the World Wide Web.  We incorporate a variety of keywords into the code of your site that will be recognized by the search engine that is looking for your site.  

We encourage our clients to use a variety of different techniques to market their site, however. Integrate your web site into your letterhead, business cards, yellow page ad, and other printed materials. You can even mention your site to people you meet when networking. It's simply not effective to try only one technique and assume that it's all you need to do. Marketing, as you know, takes a great deal of time and effort to be effective. And we are here to help.

We can help you use your web site to enhance your current marketing efforts.   For more information check out the Marketing Your Web Site section of our website.  We now offer two exciting new ways to help our clients get the word out and market their new web site. 

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