Designations (ex. CFP, CLU, CHS, EPS, TEP, CA)
Phone Number *
Please describe your organization in one sentance
What is there about you and your background that sets you apart from other financial advisors?
If you were a search engine, what words or phrases would you use to find your site? Please list 3 to 5 terms.
Please describe your target market: age, gender, income, values, interest, location, style, habits
What do you see as the purpose of your website? (Please select all that apply.) CredibilityGenerate RevenueResource Site for ClientsResource Site for Center of InfluenceClient touchHelp with ProspectingRunning Referral Campaigns
What would you like your clients to see on your website? About UsBlogSocial MediaContact UsPrivacy StatementOther
Which social media links do you want to include? LinkedInFacebookGoogle+TwitterYouTubeNone
Email Marketing- Do you currently have this in place or would you like to set up? If currently in place, which system are you using? Ex. Mailchimp, Campaign Monitor, Constant Contact etc.
Do you need your website to integrate with your Client Relationship Management (CRM) System? If so, what are you using? Ex. Salesforce, Zoho etc.
Does your site need to be approved by compliance? Please include details of compliance department: name, phone number and email.
Do you have any additional links: Client Access for Investments, Manulife Travel, Manulife Health and Dental?
Any notes to add?
I agree with the website, content and app terms. To view in detail: Website Content App Terms & Agreement *