Inbound Producers Website Content Questionnaire

Your Full Name *

Your Company Name *

Current Website (if any)

Company Phone # for Contact Page *

Company Email for Contact Page *

Company Address for Contact Page *

City *

State *

Country

Postal code

Number of Years in Financial Services *

For each service you offer, what specific problem does it solve for clients? (1-2 sentences per service)

What are the common challenges or pain points clients face before seeking each of these services?

How does your approach to these services differ from other advisors?

What specific qualifications, expertise, or experience does your team have related to each core service?

What types of clients do you primarily serve? (Select all that apply)

If you selected "other" above, please specify:

What are the top 3-5 problems your firm solves for clients? As much as possible, describe them in your clients' words.

What are the top 3 pain points, frustrations, or fears your typical clients have when they first come to you?

What makes your approach different from other financial advisors? (What's your unique advantage?)

What specific outcome or "promised land" do you help your clients achieve? (Where do you take them?)

What's at stake for your clients if they don't work with a financial advisor like you? What potential risks or missed opportunities might they face?

What are 2-3 common misconceptions people have about financial advisors, and how does your firm address or overcome these?

Finish this sentence: "We're the only financial advisory firm that..."

How would you describe your client onboarding process in 3-5 steps?

What can a new client expect in their first meeting with you?

How often do you typically meet with clients after the initial planning phase?

What types of technology or tools do you use to enhance the client experience?

How do you help clients understand complex financial concepts? Do you have a specific approach?

How do you handle ongoing monitoring and adjustments to clients' financial plans?

What makes your planning or investment process unique from other advisors?

How do you communicate progress and updates to clients? (Frequency, method, type of information shared)

For Competitive Personas (Fast & Logical)

What measurable results have you achieved for clients? (Specific numbers preferred)

What technology or tools do you use that give your practice an edge?

How quickly can clients expect to see results?

What performance guarantees do you offer?

For Spontaneous Personas (Fast & Emotional)

What immediate benefits do clients experience when working with you?

How do you make the financial planning process engaging for clients?

What innovative or unique approaches do you use?

For Methodical Personas (Slow & Logical)

What risk management strategies do you employ in your planning approach?

What testing procedures do you follow for financial plans?

How do you ensure accuracy and thoroughness in your financial recommendations?

What systematic approach do you use to evaluate investment options?

How do you help clients understand the details and fine print of financial products?

What software or analytical tools do you use to optimize financial plans?

For Humanist Personas (Slow & Emotional)

How do you build long-term relationships with your clients?

How do you ensure clients feel heard and understood throughout the process?

What causes or community initiatives do you support?

What's your approach to collaboration with clients?

What ongoing support do you provide?

Do you have any community involvement or charitable initiatives you'd like to highlight?

What resources (articles, guides, calculators) do you currently provide to prospects and clients?

What metaphors do you often use when explaining financial concepts to clients?

What stories do you often tell when you're explaining things to clients?

Is there anything else you'd like to share that would help us create compelling content for your website?

Website Content Questionnaire

This questionnaire will help us create compelling website content that accurately represents your expertise,

showcases your unique value proposition, and effectively connects with your ideal clients.