Building Adviser Relationships Survey

Win a 4-week Panacea campaign package!

Please take 5 minutes out of your day to complete this short survey.

It can be anonymous, or you can let us know who you are, but we promise we won’t share any personal information. We just really want to be able to evolve in the right way.

You can also nominate your company to win a 4-week campaign package which includes:

Unlimited Bento content for 4 weeks
2 lead generation emails
2 post campaign analysis reports and follow-up data
Website content placement
4 weeks cross site banner advertising

Feel free to also share with colleagues. The more feedback we get, the better we can enhance our proposition.

Survey closes 24th June 2022. Terms & Conditions apply.

Question Title

* 1. What are your Adviser marketing objectives for the rest of the year? (Select all that apply)

Support the launch of new product(s)

Drive attendance to events

Build loyalty with existing clients

Create brand awareness

Educate audiences

Generate demand/leads

Build credibility & trust

Build a subscribed audience

Nurture audiences

None of the above

Anything else?

Question Title

* 2. For what reasons do you predominantly choose an external marketing partner over another such as Panacea? (Select all that apply)

Ease/speed of using an existing partner than a new one

Content creation

MI/Data provided

Cost/Budget

Reach

Ability to target audience

Social media coverage

Anything else?

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* 3. In order of most to least, how do you value external marketing partners? (1 being most important)

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* 4. What channels do you find the most effective for gaining a competitive advantage? (select all that apply)

Social media

In-house email communications

External email communications

Content

Website

Paid advertising (online/print media)

Webinar/virtual events

Live events

Print/direct mail

Anything else?

Question Title

* 5. What are your biggest Adviser content marketing challenges? (Select all that apply)

Producing enough content

Producing engaging content

Lack of budget

Lack of buy-in/vision

Inability to measure content effectiveness

Lack of integration across marketing

Procurement process

Anything else?

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* 6. Does your Marketing department share new business leads with your Business Development/Sales department and do they get followed up?

Do not pass them over as they have enough sales leads

Do not pass them over as not enough resource to input into CRM

Do pass them over but do not know what then happens to them

Do pass them over and they are followed-up

Other (please specify)

Building Adviser Relationships Survey

Win a 4-week Panacea campaign package!

Question Title

* 1. What are your Adviser marketing objectives for the rest of the year? (Select all that apply)

Question Title

* 2. For what reasons do you predominantly choose an external marketing partner over another such as Panacea? (Select all that apply)

Question Title

* 3. In order of most to least, how do you value external marketing partners? (1 being most important)

Question Title

* 4. What channels do you find the most effective for gaining a competitive advantage? (select all that apply)

Question Title

* 5. What are your biggest Adviser content marketing challenges? (Select all that apply)

Question Title

* 6. Does your Marketing department share new business leads with your Business Development/Sales department and do they get followed up?

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* 7. What measurable ROI do you get from the traditional trade press?

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* 8. What measurable ROI do you get from network and service providers?

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* 9. Please add your email address if you would like to enter into the prize draw