2. Contents
• Overview
• Landing Page – Recommendation 1
• Landing Page – Recommendation 2
• Landing Page – Recommendation 3
• Search Results Page – Recommendation 1
• Search Results Page – Recommendation 2
• Search Results Page – Recommendation 3
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 2
3. Overview
• The existing Find a advisor page is hidden from root page navigation.
• Users can only access the search landing page from a referrer such as Google.
• On the landing page, and subsequent search results pages, there is a link in the main
navigation tray, that says “Find a Advisor”. Again, the only time users can avail themselves
of this search function is when they are already on the “Find a Advisor” page.
• There are two main search categories: advisor last name/team name, and location.
• When a user searches by last name, while still on the landing page, a results list will drop
down from the search field. This forces the user to select a result before being shown the
actual results.
• The search results page directs users to search again, there is no existing filter reset option.
• There is a drop-down feature that allows users to select how many results are displayed on
the page, from 10 – 50 results. Users are forced to continuously scroll to display every
advisors profile snapshot.
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 3
4. Landing Page – Recommendation 1
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 4
5. Landing Page – Recommendation 1
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 5
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1. Banner image
2. Descriptive text
3. Combined search box, users toggle between location, advisor name or team by selecting
the circle option, and hitting search.
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6. Landing Page – Recommendation 1
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 6
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1. A “contact us” form has been added below the new search box.
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7. Recommendation 2
Landing Page
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 7
8. Landing Page – Recommendation 2
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 8
9. Landing Page – Recommendation 2
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 9
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1. “Find a Advisor” link has been removed from main nav tray.
2. Search categories have been separated. Search by Advisor last name or Team name has
it’s own search bar.
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10. Landing Page – Recommendation 2
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 10
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1. Users have the ability to filter search results on the main landing page.
2. Filters are hidden until the user clicks on the filter label. The filter drops down and they
can select the option and click submit.
3. A “clear filter” option has been added to the left of the submit button.
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11. Recommendation 3
Landing Page
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 11
12. Landing Page – Recommendation 3
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 12
13. Landing Page – Recommendation 3
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 13
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1. The “Find a Advisor” link has been removed from the Main Nav Tray. If they’re on this
page, they’re already searching for an advisor, and the link is not present in the nav on any
other page.
2. The existing separate search categories are still present, but the UI is clean and prominent.
3. Links and accompanying descriptors are added for Why Ameriprise and Fees. This links to
existing pages to increase traffic.
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14. Recommendation 1
Search Results Page
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 14
15. Search Results Page – Recommendation 1
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 15
16. Search Results Page – Recommendation 1
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 16
1. Advisor results and search
criteria are displayed.
2. The current page and total
number of pages are displayed
above the profiles.
3. Pages are navigated by scrolling
left and right. In the event the
user is on page 2, then left side
of the screen would have a
corresponding arrow.
4. Advisor name and quick overview are displayed in card format. The name and a quick link to
“contact me” are displayed. The contact button would lead to a quick contact form similar to the
one on the next slide.
5. The card format allows for expansion and collapse. The user is able to click anywhere on the card
to expand and collapse that profile.
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17. Search Results Page – Recommendation 1
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 17
1. In this example, the advisor’s
profile has been expanded. It will
display directly below the three
profiles for each page.
2. Again, the user clicks anywhere
on the card to collapse the
profile.
3. They could also click on another
advisor’s profile to collapse the
current card, and expand that
new profile.
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18. Search Results Page – Recommendation 1
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 18
3. There is a filter reset option, directly next to the submit button.
4. Three buttons are added to the screen, splitting between the page and the footer navigation. This
allows users to quickly complete a ”contact us” form, or be directed to other existing pages on the
site.
1. The filters are directly below the
cards. When a profile is
expanded, the filters will move
down the screen.
2. The filters are displayed clearly,
and are stationary on the page.
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19. Recommendation 2
Search Results Page
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 19
20. Search Results Page – Recommendation 2
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 20
21. Search Results Page – Recommendation 2
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 21
1. The search results are clearly displayed above
the map, confirming the search radius.
2. A link allows users to “search again”, wherein
they are directed back to the search landing
page.
3. The map clearly displays each location of the
advisors that are close by.
4. Users can clear the filters and select again,
which is displayed on the next slide.
5. Each profile will expand and collapse. What is
different about this card design is that the
profile grids are responsive.
6. Users can continue to scroll through results by
clicking the down arrow and continuing
through pagination.
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22. Search Results Page – Recommendation 2
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 22
1. When a profile card is expanded, that
profile shifts in whichever direction to allow
for the best display.
i. Ex: a profile expanded on the
bottom would expand upward
without requiring the user to scroll.
2. Users have the option to reset the filters
and begin again on the same page.
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23. Recommendation 3
Search Results Page
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 23
24. Search Results Page – Recommendation 3
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 24
25. Search Results Page – Recommendation 3
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 25
1. The “search again” feature is present at the top of the page. This will take the user directly back
to the search landing page.
2. The number of results will also display at the top of the page.
3. The option to refine results will reset the current selected filters.
4. The first search result will default to be automatically open. If the user wants to close this profile
they can click the exit link at the top, or simply click on the next profile tab.
5. Each advisor that is selected will be highlighted to differentiate between other tabs. The advisor’s
name and title will be present on each tab.
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26. Search Results Page – Recommendation 3
For internal use only. Not intended for inspection by, or distribution or quotation to the general public. 26
1. Advisor information is clearly displayed, and the extra room on each snapshot allows for better
positioning of their credentials.
2. Contact options are available, and allow the user to elect to share that advisor profile.
3. Users are told what page is currently being displayed, and can navigate to the next page via the
link and arrow.
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