Self-Analyze (Key to advancement)

Transcription

1 Self-Analyze (Key to advancement) Advisor Name/Ph/ / / Scan and back to customercare@ucloudps.com How are you licensed? Describe Y N Insurance producer Y N Series 6, 7 or other broker Y N Series 65 IAR RIA (circle one) Rate your knowledge on each subject on a scale of 1-10, 10 being the best! Fixed Annuities Fixed Indexed Annuities Single Premium Immediate Annuities LTCI/Annuities Long-Term Care Life Insurance Universal Life Equity Indexed Life Living Trusts Charitable Lead/Remainder Trusts Income Tax Code Reverse Mortgages Managed Mortgage Funds Exchange Traded Funds Variable Annuities The area I am strongest: The area I am weakest: Is selling for you hunt & peck or a true process? How do you market? (Please explain) 1

2 Office Equipment of an A Game Advisor Describe Y N Software/Client Storage (CRM) Y N Panaboard Y N Desktop Computer Y N Other Mobile Device Y N Scanner Y N Multi-station phone system Y N Computer Backup (on/off site) Y N Secretary Y N Answering Service Y N Additional Staff Y N I work only from my home office Y N I work at my commercial office Networks Describe Y N I work with an Attorney Y N I work with a Tax Preparer Y N I work with a Mortgage Lender Y N I work with a Registered Stock Broker Y N I work with a Health Insurance Specialist Y N I work with a TPA/Independent Custodian Y N I work with a Property/Causal Insurance Agent Marketing Tools Describe Y N I have a logo Y N I have a newsletter Y N I have a mission statement Y N I have a business card 2

3 Marketing Tools cont. Y N I have a uniform letterhead Y N I have proposal portfolios Y N I have credibility brochures Y N I am a published author Y N I have a brochure of services Y N I have a web site address is www. Y N I have a radio advertisement Y N I have a sign on my business window, lawn, etc. Y N I have a television advertisement Y N I have a marketing/tradeshow banner Y N I have an attractive phone number (toll free) Y N I support a local organization or sports team Y N I have a named plaza or building Y N I have social media presence Y N I Google optimize or use a service Legal Structure Describe Y N I am Incorporated, LLC, Other Y N I have a producers license Y N My company is also licensed with my State Insurance Bureau Y N I have in force E & O insurance Y N I have past acts coverage included in my E&O Y N My company has a written privacy policy Y N I have coverage refusal forms for use with Clients, LTCI/Health and Life Y N I have written Income Tax disclosure forms Y N My business name is trademarked Self-Analyze rev 3

4 Question Page for Internet Marketing Web Site A. Video on home page? B. Blog? C. Capture on call to action page? D. Simple design E. Have you made a search engine listing effort? F. Did you hire a firm or Do-It-Yourself? G. How did you hire? Web Site Host URL or URLs Search Engine Opt. Company What is your response time maximum to a request or contact through your site? A. Within 24 hours? B. Within 12 hours? C. Within 6 hours? D. Within 1 hour? E. Within 30 minutes? F. Within 5 minutes? Do you know what keywords are in website marketing? Yes No If yes do you know what yours are? (Please indicate them below) Have you used Google Key Word Planner? Yes No Have you made your URL keyword rich? Yes No Where does it forward? Are you niching keywords? Yes No What is your keyword density? % of your website? 4

5 Are you using Google Places or Google Plus? Yes No Are you aware you can often get a higher Google ranking by physically joining your local Chamber of Commerce? Y N What are you doing to enhance your rating? Are you using Facebook (FAN page for Company) not personal? Y N Are you using Twitter? Y N Is it Auto Tweet? Y N Are you using Linked In? Y N Are you using YouTube? Y N Does your blog push to Social Medias automatically? Y N Are you on any of these listed On Line Directories? Y N (Please Circle) Superpages Yellow Pages Yahoo Local Bing Places Google Places/Google Local Merchant Circle Yelp AWO Are you aware of Yext listing service who manages all of the above for you? Y N Are you aware of duplicate listing crackdowns by Google? Y N (Addresses/Phones/ matching) Are you aware of Google AdWords/Pay-Per-Click? Y N Do you have a web review campaign with clients that you manage? Y N Do you give example cards to happy customers that direct them to sites and give examples of how to review? Y N Do you have an or text blast system? Y N Do you have a CRM driver auto responder? Y N Do you have a manual auto respond system? Y N 5

6 Please describe: Do you use Google Analytics? Y N Do you know your online ROI per lead? Y N Mobile Do you or your spouse use a smart phone or tablet? Y N Android Y N Blackberry Y N Is your website mobile optimized? Y N Does it look and/or navigate differently on your phone vs. PC? Y N Do you come up high enough on local search engine phone search; top 3 or 1 st without scrolling? Y N Are you aware that the internet is officially browsed by mobile (hand held) devices more than PC s as of 2013? Y N Are you aware of text blasting services? (Live spam; only legal) Y N Are you aware of automatic voice mail deposit services? Y N Do you wait until you are in front of a PC to answer questions that pop in your head or questions that come up from conversations or do you use your phone now including, Honey, do you have your phone? Look up... or Hey, kids... Don t you think your prospects do this as well? 6

7 Password Keeper for Internet & Social Media How many addresses do you have? Date Updated: What are your addresses? (Please list all including their passwords) Password: (Broker Dealer) Password: (Private) (Yes, the one your Broker Dealer/ RIA doesn t know about) Password: (Personal) Password: (Other) Password: (Other) Do you use Facebook? Yes No What is your Facebook sign in and password? Do you use LinkedIn? Yes No What is your LinkedIn sign in and password? Do you use Twitter? Yes No What is your Twitter sign in and password? Do you use MySpace? Yes No What is your MySpace sign in and password? Do you use Other? Yes No Which one? What specific things do you use it for? Please include any other social media platforms not listed above with their passwords that you want your family to have access to (blogs, websites, etc.) Do not return. This is for your personal use only. 7

8 Electronic Banking and Brokerage Do you trade stock on line? Yes No With who? (Vanguard, ING, etc.) Please list below including passwords: Do you do any banking on line? Yes No Please list all banking institutions you log into on line along with their passwords below: Bank: Log In: Password: Bank: Log In: Password: Bank: Log In: Password: Bank: Log In: Password: Bank: Log In: Password: Do not return. This is for your personal use only. SMQ-Advisor