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Transforming the way financial professionals identify, target, and deploy marketing

Financial Advisor Marketing

Financial Advisor Marketing

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Appointment Setter Services

Lead Generation

Brand Boost

Local Listing Optimization
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What's Omnichannel?

Please take a moment to answer the following questions.

By doing so it will help us select the most appropriate and effective marketing approach for your practice.

Full Name

List your FMO, RIA, and/or Broker Dealer

In which areas do you offer advice? (Select all that apply)

Tax Planning Money Management Estate Planning Educational Funding IRA/401(k) Rollovers Social Security Benefit Planning Safe Money Insurance Needs Income Planning Other

Do you have an assistant, if so what's his/her name?

Including yourself, how many advisors are marketing-minded in your office?

Where is your business office located?

Office Building In Your Home Branch Office Multiple Offices

Describe your marketing activity:

Very Active (monthly marketing activites) Somewhat Active (2-6 times per year) Passive (once a year) Client Referrals Only

What types of marketing do you currently engage in? (Select all that apply)

Seminars Appointment Setting / Lead Generation Direct Mail Newspaper Educational Workshops Digital / Web-based / Social Media E-mail Marketing TV Radio

Who do you currently use for direct mail and digital marketing?

What do you like the most about them?

What could they do better?

What marketing strategy/strategies do you prefer?

Lunch or Dinner Events Non-Meal Events Appointment Setting Lead Generation (web leads with a download/form fill) Webinars

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Your
Marketing
...Mobile

The #1 Financial Marketing Software is now available on Apple + Android devices. Control your marketing and seminars from anywhere with LeadJig Mobile.

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