Title and Designations
Phone Number *
Fax Number *
About You and Your Practice
Please describe your organization in a few sentences.
What is there about you and your background that sets you apart from other financial advisors?
If you were using a search engine, what words or phrases would you use to find your site. Please list 3 to 5 terms.
Your Target Market.
Please describe your target market.
Demographic: age, gender and income
Psychographic: attitudes, values and interests
Geographic: city, province
Behavioural: Style, Habits
What do you see as the purpose of your website? CredibilityResource site for ClientsResource site for Centre of InfluenceClient EngagementHelp with ProspectingRunning Referral CampaignsOther
What would you like your clients to see on your website (Please check all that apply.) About UsServicesResourcesBlogPartnersSocial Media UpdatesContact UsPrivacy StatementOther
What is most important to you? (Please check all that apply.) ComplianceStaying top of mind for clientsStaying top of mind for centres of influenceProspectingServicing ClientsGenerating RevenueOther
Which social media links do you want to include? (Please check all that apply.) LinkedInFacebookTwitterGoogle+YouTubeN/A
Please include social media links.
Does your site need to be approved by compliance? Please include details of compliance department: name, phone number and email.
Do you have an existing website? If so, what is the address and reasons you like and dislike it?
Please provide a list of 3 websites that you like and reasons why.
Please provide a list of 3 websites that you don’t like and reasons why.
Are there any specific colours/effects you would like to include in the website?
What is your expected timeline for having your site completed?
Any notes to add? Such as links for Client Access, Manulife Travel Insurance, Empire Life etc?
Check here if you accept the terms. *