Survey Monkey For Financial Advisors

SurveyMonkey for Advisors

David Cesarini, BA, FMA

April 9, 2010

Cesarini.caCesarini.ca

Why SurveyMonkey?

• Feedback from client, prospects– Annual client feedback– Group presentation feedback

Where to Start?

• Build survey

• Invite participants

• Analyze reviews

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?”

Inviting Survey Participation

• Email• invite individual recipients

• Social Media• publish survey on Facebook, Twitter, LinkedIn• add survey to your website

Analyze Your Reviews

• Positive reviews– can be marketed as critical praise (ask

permission if not anonymous)

Negative reviews– improve service accordingly

Social Media Marketing Workshop

• Want some hands-on training? – See the selection of event marketing

workshops at Workshop.Cesarini.ca