SurveyMonkey for Advisors David Cesarini, BA, FMA April 9, 2010 Cesarini.ca Cesarini.ca
Why SurveyMonkey? <ul><li>Feedback from client, prospects </li></ul><ul><ul><li>Annual client feedback </li></ul></ul><ul>...
Where to Start? <ul><li>Build survey </li></ul><ul><li>Invite participants </li></ul><ul><li>Analyze reviews </li></ul>
Building Your Survey  <ul><li>Keep it short </li></ul><ul><li>Open-ended questions </li></ul><ul><ul><ul><li>“What do like...
Inviting Survey Participation <ul><li>Email </li></ul><ul><ul><ul><li>invite individual recipients </li></ul></ul></ul><ul...
 
Analyze Your Reviews <ul><li>Positive reviews </li></ul><ul><ul><li>can be marketed as critical praise (ask permission if ...
Social Media Marketing Workshop <ul><li>Want some hands-on training?  </li></ul><ul><ul><li>See the selection of event mar...
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Survey Monkey For Financial Advisors

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

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  • 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.
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Survey Monkey For Financial Advisors

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