Designations (ex. CFP, CLU, CHS, EPS, TEP, CA)
Phone Number *
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 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: Demographic: age, gender and income
Target Market: Psychographic Attitudes: Values and Interests
Target Market: Geographic: City, Province
Target Market: Behavior: 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
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 it and dislike it?
Please provide a list of 3 websites that you like and reasons why
Are there any specific colors/effects you would like to include in the website
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 *