Advisor Profile

Advisor Profile

DIGITAL MARKETING ADVISOR PROFILE
Please use the following information to set up advisor’s digital marketing campaigns. Refer any questions to Mirna Andrade (mirna@sromarketing.com)
CAMPAIGN INFORMATION
Campaign Package**
Advisor Cost*
Advisor’s State**
Time Zone*
Targeting (Location) **
List Targeting: Yes or No
Targeting List
Max. file size: 128 MB.
ADVISOR INFORMATION
Name*
First Last
Email (For Public Use)**
Email (To Receive Notifications)*
Email 2 (To Receive Notifications)
Phone
Website Address
Advisor Bio
Advisor Headshot
Max. file size: 128 MB.
BD or RIA*
Disclosures*
Advisor State License Number
Advisor Calendly Link
State Branding
Max. file size: 128 MB.
WORKSHOP INFORMATION
Workshop 1 Date
MM slash DD slash YYYY
Workshop 1 Time
Workshop 2 Date
MM slash DD slash YYYY
Workshop 2 Time
Workshop 3 Date
MM slash DD slash YYYY
Workshop 3 Time
Workshop 4 Date
MM slash DD slash YYYY
Workshop 4 Time
Notes
Co-Presenter Name
Co-Presenter Email
Co-Presenter Bio
Co-Presenter Headshot
Max. file size: 128 MB.
Presentation
Max. file size: 128 MB.
Poll Questions
Waiting Room Video Link
WORKSHOP VENUE INFORMATION (IF APPLICABLE)
Visit USA Medicare!
ADDITIONAL INFORMATION
Additional Confirmation Email
Additional Confirmation Email 2
Additional Confirmation Email 3
Will you need practice webinars?
Notes
PAYMENT INFORMATION - submit form before completing link
https://quickclick.com/r/jt8d0

DIGITAL MARKETING ADVISOR PROFILE