Your SlideShare is downloading. ×

Survey Monkey For Financial Advisors

1,386
views

Published on

Gather feedback using SurveyMonkey, for more information visit http://www.Cesarini.ca

Gather feedback using SurveyMonkey, for more information visit http://www.Cesarini.ca

Published in: Economy & Finance

1 Comment
0 Likes
Statistics
Notes
  • Survey Monkey is definitely a great application if you want to step into the world of surveys.
    We have been using it for a while until we decided to develop our own module to integrate it on our wordpress blog.
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Be the first to like this

No Downloads
Views
Total Views
1,386
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
6
Comments
1
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. SurveyMonkey for Advisors David Cesarini, BA, FMA April 9, 2010 Cesarini.ca Cesarini.ca
  • 2. Why SurveyMonkey?
    • Feedback from client, prospects
      • Annual client feedback
      • Group presentation feedback
  • 3. Where to Start?
    • Build survey
    • Invite participants
    • Analyze reviews
  • 4. Building Your Survey
    • Keep it short
    • Open-ended questions
        • “What do like about my advisory service?”
        • “What would you recommend for improvement?”
    • Rating scale
      • “Please rate today’s session on life insurance”
    • Recommendations
      • “Would you recommend this service?”
  • 5. Inviting Survey Participation
    • Email
        • invite individual recipients
    • Social Media
        • publish survey on Facebook, Twitter, LinkedIn
        • add survey to your website
  • 6.  
  • 7. Analyze Your Reviews
    • Positive reviews
      • can be marketed as critical praise (ask permission if not anonymous)
    • Negative reviews
      • improve service accordingly
  • 8. Social Media Marketing Workshop
    • Want some hands-on training?
      • See the selection of event marketing workshops at Workshop.Cesarini.ca