Archive for the ‘Survey’ Category

A study conducted by AdvisorWebsites.com
Audience
Financial advisors and members of the financial services industry in Canada and the USA:
23% from Canada
77% from the USA
147 financial professionals completed the survey, all of which being either a financial advisor, broker or RIA
Timeframe
The study was conducted online between August  2nd and August 24th 2011

Note: 31% of the responses were [...]

Financial Advisors, have you run e-mail marketing campaigns before? If so we need your input for our upcoming survey:

We appreciate the 5 – 15 minutes of your time required to complete this survey. As our “Thank You,” please accept the complimentary Marketing Report offer at the end of this survey. You will also [...]

Even though most of our readers and followers are using a website to market their business online, I still come across advisors that have not set up a website for their practice yet. This is generally coming from a compliance/head office restriction or a lack of tangible data on how websites are performing.
Advisor Websites’ survey [...]

This week marks the launch of Advisor Websites’ Financial Website Benchmark Survey.
Whether you are an established financial advisor or oversee online marketing initiatives for a financial planning firm, we invite you to share your valuable insights in our 3rd annual financial websites marketing survey.
Click here to take the survey now. It will require [...]

We’ve published a survey invitation last week, asking financial advisors their input on their use of LinkedIn. The results of this survey will be published at the end of July.
Take the survey now
 
Also feel free to share this survey over your favorite social networking sites below or forward it to your friend by email.

The survey below covers most of the features available to LinkedIn users.
Please take 5 minutes to fill it out. I will be sharing the overall results in a couple of weeks.

I thought that it would be valuable to create a simple survey that would allow financial service professionals to share their experience on the various marketing techniques they use to promote their business, increase customer retention or generate new prospects.
Over the past 18 months, Social Media has been recurrent topic in most conferences/presentations I’ve been [...]


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Welcome to the Advisor Websites blog. Our goal is to provide useful ideas and suggestions related to utilizing the internet in your practice. We will share with you a number of case studies, ideas, success stories and answer any questions that get sent our way.

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