Social Media Review

Please take your time while filling out the form below. The more thorough the answers the better evaluation we can provide you and your practice.

Community Involvement Discovery
Community involvement is a great message and topic to promote on your social media channels.
Are you actively involved or have been involved with any groups, clubs, charities, or networking groups?*
- Yes
- No
Please describe the involvement.
Do you document and post this to your social media?*
- Yes
- No
Do you promote or boost the post with ad dollars?*
- Yes
- No

Workshops Discovery
Many advisors and agents perform educational workshops. That said, and why we ask is because the promotion of these via social media is very successful.
Do you host educational workshops?*
- Yes
- No
- I would like to
How often do you perform them?*
Do you post about your workshops on social media?*
- Yes
- No
- Sometimes
Do you use social media to fill seats for your workshops?*
- Yes
- No
- Sometimes
On a whole what was your level of success with the promotion of the workshops and are you satisfied with it?*

Closing Statements
Is there any information you think could be beneficial for us to know when reviewing your social media?

Business Discovery