2005 PR Index l 2004 PR Index l 2003 PR Index
September 15, 2005


ADVISORSQUARE KICKS OFF INITIATIVE TO PUT EVERY FINANCIAL ADVISOR ONLINE

New AdvisorCredit Referral Program Aims to Give Financial Advisors a Presence on the Internet

SAN DIEGO, Calif., September 15, 2005 — LiveOffice Corporation (www.liveoffice.com),
today announced the launch of the AdvisorCredit referral program at the Financial
Planning Association’s (FPA) Annual Conference and Exposition. Designed by the
company’s AdvisorSquare division, the nation’s #1 provider of financial websites, this
referral initiative embraces the importance of word-of-mouth and online referrals in the
financial advisory business and rewards AdvisorSquare’s 12,000 financial advisor
customers for spreading the word about the growing importance of establishing a website presence.

With nearly 70% of U.S. households online*, financial advisors can no longer afford to
ignore the proven growth opportunities that result from marketing their services via the
Internet. Research shows that almost every age group, especially soon-to-be retiring baby boomers, is using the Internet on a regular basis for researching potential service
providers, conducting business transactions and shopping. These findings, coupled with
the prevalence of residential high-speed Internet access and data gathered from
AdvisorSquare customer surveys, led to the development of the AdvisorCredit program.

The AdvisorCredit initiative simultaneously rewards existing and new customers for
selecting AdvisorSquare to help them market their practice online. As part of this pilot
program, every time an existing AdvisorSquare website owner refers a new client, they
receive an AdvisorCredit, which is good for a free month of web hosting services. In turn,
the new client receives $100 off the setup cost of their new site. Existing customers are
entitled to one AdvisorCredit per referral and can accumulate as many credits as they
want, giving them the opportunity to earn month after month of free web hosting
services.**

"With almost everyone using the Internet these days, I realized that if someone asked for my website address, I didn’t want to tell them that I didn’t have one. I researched the
various website providers and AdvisorSquare’s professional-looking designs and simple
setup made it the obvious choice," said Ronald W. Hannes, president of Hannes Financial
Services, Inc. (www.hannesfinancial.com). "The best part was that AdvisorSquare’s
efforts didn’t stop as soon as my website was done. Their ongoing customer care,
education and training programs have continued to provide me with invaluable tips on
how to maximize my Internet investment."

AdvisorSquare’s unique approach to website development and hosting has provided over
12,000 financial advisors nationwide with the knowledge they need to maximize their
investment in a financial website. AdvisorSquare offers ongoing education and training
programs that help advisors promote their practice online, acquire new clients, improve
client services and increase sales with a multitude of web-based tools. In addition,
GetHits!, AdvisorSquare’s members-only newsletter, offers monthly tips on how to
market a financial website and drive traffic.

FPA Annual Conference & Exposition
LiveOffice is demonstrating its entire suite of web-based solutions for financial advisors
in booth #535 at the FPA Annual Conference & Exposition taking place at the San Diego
Convention Center today through Sunday.

Schwab IMPACT®
LiveOffice will also demonstrate its product line at the upcoming Schwab IMPACT®
conference in booth #410, taking place September 25-28 at the Washington State
Convention and Trade Center in Seattle. LiveOffice’s Vice President of Sales &
Marketing Steve Uhring is scheduled to speak at the conference.

###

About AdvisorSquare
AdvisorSquare is the nation’s #1 provider of financial websites and has helped over
12,000 investment professionals use the Internet to grow their business. AdvisorSquare
accelerates business growth online for financial advisors nationwide with over 100
professionally designed templates, personalized content pages, NASD-reviewed financial
articles, a comprehensive Investor Research Center, valuable financial calculators and
countless customization options. Plus, only AdvisorSquare provides customers with
useful Internet marketing tips each month in its member-only GetHits online newsletter.
 
About LiveOffice Corp.
LiveOffice Corporation helps businesses nationwide kick office productivity into overdrive with its suite of Internet-based products. From email and instant message compliance applications to web, audio and video conferencing, LiveOffice makes it easy for organizations of any size to affordably equip their employees with the tools they need to communicate better and make quicker decisions. With LiveOffice’s products, business professionals are just a password away from the most powerful and cost effective web-based productivity solutions available today.

Make Your Office a LiveOffice™ by calling 800-251-3863 or visiting www.liveoffice.com
 
* InternetWorldStats.com, March 2005
** Terms and conditions apply. Please contact LiveOffice at (800) 251-3863 for details.
 
Go To Top