Website Project Questionnaire

Let’s Get Started

Your website is the most important part of your online brand. This questionnaire is meant to learn more about you, your mission, your services, and what differentiates you from your competitors. The more information you provide will allow us to create a better, more personalized website for you and your brand which will create a more trustworthy experience for potential clients and help your brand stand out from competitors. We encourage you to take some time, think about it and fill it out as completely as possible.

Step 1 of 9

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Product Name

General Information

Name(Required)

First Last

Please confirm your first and last name.

Email Address(Required)

Please confirm your email address.

Company Name(Required)

Please confirm your company name.

Company Address(Required)

Street Address Address Line 2 City State ZIP Code

Please provide your company address that you want to appear on your website.

Office Phone Number(Required)

Please provide your office phone number that you want to appear on your website.

Fax Number

Please provide your fax number that you want to appear on your website.

Time Zone(Required)

Please provide the time zone your office is in.

Compliance Information

Please select one of the following.

I am an insurance only advisor.

I am securities licensed with a broker dealer.

I am securities licensed with a broker dealer and I am appointed with an RIA.

I am appointed with an RIA.

Please select your broker dealer.(Required)

CreativeOne Securities

Cambridge

Berthel Fisher

Other

If other, please input which BD you are registered with.

Please select your RIA.(Required)

CreativeOne Wealth

Other

If other, please input which RIA you appointed with.

Please provide the disclosures needed.(Required)

Does your broker-dealer or RIA have any other parameters we need to be aware of?(Required)

Yes

Please specify any other parameters we need to be aware of.(Required)

Will you need BrokerCheck added to your site?(Required)

Yes

Domain & Accounts

Do you have a domain name purchased for your website?(Required)

Yes

Please provide your domain name / website URL.(Required)

Where is your domain name (DNS Record) registered(Required)

What are DNS records? DNS (Domain Name System) etries take a human friendly name, such as store.example.com, and translates it to an IP address. Usually this would come from a site such as GoDaddy, Cloudflare, Bluehost.com etc.

Domain (DNS Record) Username(Required)

Please provide the login username for your domain (DNS Record).

Domain (DNS Record) Password(Required)

Please provide the login password for your domain (DNS Record).

Which, if any, social media accounts do you currently have for your company?(Required)

Facebook

Twitter

Instagram

YouTube

I do not have social media accounts

Please provide your social media account URLs and/or handles.(Required)

Do you have a scheduling platform you use for appointments?(Required)

Yes

Please provide that link for us to include on your website(Required)

Brand Standards & Elements

Did CreativeOne create your logo?(Required)

Yes

You'll need to provide us with your logo to save on file for your project.

Do you have established brand colors?(Required)

Yes

Please provide the CMYK values or hex numbers for your brand colors.(Required)

Do you have established brand fonts?(Required)

Yes

Please provide your brand font name(s).(Required)

Client & Business Profile

What are your company’s primary services? Please select all that apply.(Required)

Retirement Income Planning

Estate Planning

Tax Minimization Strategies

Insurance Strategies

Life Insurance

Long-Term Care Insurance

Wealth & Asset Management

Social Security Optimization

Retirement Distribution Strategies

Cash Flow Planning

Liquidity Planning

Business Succession Planning

Risk Tolerance Profiling

Tax Loss Harvesting

Asset Allocation Strategies

Asset Management Strategies

Diversification Strategies

Updating Titling/Beneficiaries

Estate Tax Planning

What are your company’s primary services? Please select all that apply.(Required)

Retirement Income Planning

Legacy Planning

Tax Minimization Strategies

Insurance Strategies

Life Insurance

Long-Term Care Insurance

Social Security Optimization

Do you have a mission or vision statement? If so, please share that here.(Required)

What are your company’s core values?(Required)

How long has your company been in business?(Required)

What are key pain points you help eliminate? What problems do you help solve?(Required)

What are key differentiators of your practice? Why should clients choose you?(Required)

Do you have any niche markets or specialized customers?(Required)

Yes

(i.e., federal employees, women, specific employers/industries, state government employees, business owners, healthcare employees, etc.)

Please list the services you provide to them, what makes your work with them unique, what the unique problems they are that they have and how you solve those problems, etc.(Required)

What are your top revenue streams?(Required)

(list 1-3 in descending order)

Who is your target market?(Required)

Please include things like age, demographics, and gender. (For example: pre- and current retirees, ages 55+, in the Kansas City area.)

Credibility & Content

Do you have any awards, accolades, or a part of any associations?(Required)

Yes

Please provide them here. You can also include links to online articles or any local recognition you may have.(Required)

Please list out all certifications/licenses you hold. (i.e., CFP, CPA, NSSA, CTS, CRFA, etc.)(Required)

(i.e., CFP, CPA, NSSA, CTS, CRFA, etc.)

How many years have you been in the industry?(Required)

How do you currently generate leads?(Required)

When you get a lead, how do you nurture them? What is your sales process?(Required)

What are any barriers that stop prospects from working with you?(Required)

ie. cost, time, they don't see your value, etc.

Do you already have a bio available for us to use?(Required)

Yes

Please provide your biography here. You can also include a link to where your biography is saved.(Required)

Biography

What specific areas of financial planning or investment management do you specialize in?(Required)

How would you describe your commitment to your clients?(Required)

What are three adjectives that best describe yourself?(Required)

What inspired you to become a financial advisor/life insurance agent?(Required)

What drives you to continue in this profession?(Required)

What aspect of your work gives you the most satisfaction?(Required)

What is your top priority when managing client relationships?(Required)

How do you ensure that you always act in your clients' best interests?(Required)

What are one or two major accomplishments in your career that you are most proud of?(Required)

Please list your educational background, certifications, and any relevant licenses.(Required)

Aside from work, what are your hobbies or interests?(Required)

What’s the best lesson you’ve learned throughout your career?(Required)

What is one hope or goal you have for your clients?(Required)

Is there anything else you would like to share that might help potential clients understand you better?(Required)

If you'd like us to include family members, please list them here with details.

Website Structure & Content

Do you currently have a designed website?(Required)

Yes

What do you like or not like about your existing website?(Required)

Do you have staff or current team members that you would like to include on your website?(Required)

Yes

Please share your current staff with titles, credentials, contact information and bios.(Required)

Please upload your current staff's headshots.

Drop files here or

Max. file size: 8 MB.

Upload the headshot files here, maximum size allowed is 8MB. If you have any trouble, please send them directly to your account manager.

Website Goals & Preferences

Please share how you would rank the importance of the following main goals for your website. 5 being the least important and 1 being the most important.

Generate new leads(Required)

Build trust and credibility(Required)

Inform prospects of your services(Required)

Help clients to get ahold of you(Required)

Promote your content (like blogs, podcasts, events)(Required)

Which words would you use to describe your website preference?(Required)

Modern

Cutting-Edge

Traditional

High-tech

Abstract

Simple

Nautical

Sleek

Dark

Light

Colorful

Luxurious

Feminine

Elegant

Sophisticated

Minimalistic

Bold

Edgy

Rustic

Other

Please share what other words you would to describe your ideal website.(Required)