NEB Social Media/Networking Survey: Share Your Knowledge Now.

Are you into social media/networking? Would you like to share your insights with other advisors? Then please complete this three-minute survey. If you provide your contact information, we will send you our free white paper, "What You Must Know about E&O".

1. For your business, which of the following social networking/media web sites have you used?

For your business, which of the following social networking/media web sites have you used? Bebo

Facebook

Meetup

MySpace

Ning

Plaxo

Twitter

YouTube

ProducersWeb

Other (please specify)

2. Of those sites, which site do you use most often?

Of those sites, which site do you use most often? Bebo

Facebook

Meetup

Myspace

Ning

Plaxo

Twitter

You Tube

ProducersWeb

Other (please specify)

3. Approximately how much time do you spend each month on your most frequently used site?

Approximately how much time do you spend each month on your most frequently used site? 0-4 hours

5-9 hours

10-15 hours

More than 15 hours

Don’t know

Other (please specify)

4. What are your business objectives for using social networking sites. Check all items that apply.

What are your business objectives for using social networking sites. Check all items that apply. Prospecting for new clients

Communicating with existing clients

Recruiting new advisors/employees

Networking with other advisors

Networking with carrier/vendor personnel

Researching financial market trends

Researching consumer needs/options

Researching purchases for your business

Other (please specify)

5. To what degree have social networking/media sites produced tangible benefits for your business. Please check all the benefits that apply.

To what degree have social networking/media sites produced tangible benefits for your business. Please check all the benefits that apply. Generated new clients for my business

Increased frequency of contact with existing clients

Enhanced client retention

Recruited new advisors/employees for my business

Found new product/service providers

Increased my professional knowledge

Landed me a new job

Improved strategies/solutions recommended to clients

Saved money on purchases for my business

Other (please specify)

6. At your company, are you required to secure compliance approval before posting content to social networking/media sites?

At your company, are you required to secure compliance approval before posting content to social networking/media sites? Yes

Don’t know

Doesn’t apply

7. Typically, how long does compliance approval take?

Typically, how long does compliance approval take? 1 day

Several days

A week

Several weeks

A month

Don’t know

Other (please specify)

8. Please indicate the nature of compliance approval required for the following types of social networking posts.

	Requires approval	Doesn’t require approval	Don’t know
LinkedIn professional profile	*Please indicate the nature of compliance approval required for the following types of social networking posts. LinkedIn professional profile Requires approval	LinkedIn professional profile Doesn’t require approval	LinkedIn professional profile Don’t know
LinkedIn testimonial (from client)	LinkedIn testimonial (from client) Requires approval	LinkedIn testimonial (from client) Doesn’t require approval	LinkedIn testimonial (from client) Don’t know
LinkedIn testimonial (from colleague)	LinkedIn testimonial (from colleague) Requires approval	LinkedIn testimonial (from colleague) Doesn’t require approval	LinkedIn testimonial (from colleague) Don’t know
LinkedIn Group message board comment	LinkedIn Group message board comment Requires approval	LinkedIn Group message board comment Doesn’t require approval	LinkedIn Group message board comment Don’t know
LinkedIn Answers posted question	LinkedIn Answers posted question Requires approval	LinkedIn Answers posted question Doesn’t require approval	LinkedIn Answers posted question Don’t know
LinkedInAnswers posted answer	LinkedInAnswers posted answer Requires approval	LinkedInAnswers posted answer Doesn’t require approval	LinkedInAnswers posted answer Don’t know
Twitter “tweet”	Twitter “tweet” Requires approval	Twitter “tweet” Doesn’t require approval	Twitter “tweet” Don’t know
Facebook status update	Facebook status update Requires approval	Facebook status update Doesn’t require approval	Facebook status update Don’t know
Facebook posted hyperlink (link only)	Facebook posted hyperlink (link only) Requires approval	Facebook posted hyperlink (link only) Doesn’t require approval	Facebook posted hyperlink (link only) Don’t know
Facebook posted hyperlink (link plus comment)	Facebook posted hyperlink (link plus comment) Requires approval	Facebook posted hyperlink (link plus comment) Doesn’t require approval	Facebook posted hyperlink (link plus comment) Don’t know
Facebook post on someone’s wall	Facebook post on someone’s wall Requires approval	Facebook post on someone’s wall Doesn’t require approval	Facebook post on someone’s wall Don’t know
Facebook fan page content (your company’s)	Facebook fan page content (your company’s) Requires approval	Facebook fan page content (your company’s) Doesn’t require approval	Facebook fan page content (your company’s) Don’t know
YouTube video	YouTube video Requires approval	YouTube video Doesn’t require approval	YouTube video Don’t know

9. Do you archive your social media content posts for future reference/retrieval?

Do you archive your social media content posts for future reference/retrieval? Always

Frequently

Sometimes

Rarely

Never

Don’t know

10. Does your primary insurance carrier and/or broker-dealer have a formal written policy regarding field usage of social networking/media sites.

Does your primary insurance carrier and/or broker-dealer have a formal written policy regarding field usage of social networking/media sites. Yes

Don’t know

Doesn’t apply

11. Please indicate your level of agreement with the following statement. “My use of social networking/media sites has been worth my investment of time, effort, and money.”

Please indicate your level of agreement with the following statement. “My use of social networking/media sites has been worth my investment of time, effort, and money.” Strongly agree

Moderately agree

Neither agree nor disagree

Moderately disagree

Strongly disagree

Don’t know

12. If you use Facebook, have you created a fan page or a group page to better engage with clients/prospects?

If you use Facebook, have you created a fan page or a group page to better engage with clients/prospects? Yes

13. Are you an NEB member?

Are you an NEB member? Yes

Don’t know

14. If you are an NEB member, would you be interested in receiving NEB ethics/compliance updates via Facebook, Twitter, and LinkedIn?

If you are an NEB member, would you be interested in receiving NEB ethics/compliance updates via Facebook, Twitter, and LinkedIn? Yes

Don’t know

15. Please indicate your primary professional role.

Please indicate your primary professional role. Life insurance agent

Annuity agent

Health insurance agent

Property/casualty insurance agent

Securities broker

Registered investment advisor representative

Financial planner

Real estate agent

Mortgage broker

16. Please select the age range that best applies to you.

Please select the age range that best applies to you. Twenties

Thirties

Forties

Fifties

Sixties

*
17. If you would like a free copy of "What You Must Know about E&O", please indicate your contact information below.

If you would like a free copy of "What You Must Know about E&O", please indicate your contact information below. Name:
Company:
Address:
Address 2:
City/Town:
State:
ZIP/Postal Code:
Email Address:

NEB Social Media/Networking Survey: Share Your Knowledge Now.

NEB Social Media Survey

1. For your business, which of the following social networking/media web sites have you used?

2. Of those sites, which site do you use most often?

3. Approximately how much time do you spend each month on your most frequently used site?

4. What are your business objectives for using social networking sites. Check all items that apply.

5. To what degree have social networking/media sites produced tangible benefits for your business. Please check all the benefits that apply.

6. At your company, are you required to secure compliance approval before posting content to social networking/media sites?

7. Typically, how long does compliance approval take?

8. Please indicate the nature of compliance approval required for the following types of social networking posts.

9. Do you archive your social media content posts for future reference/retrieval?

10. Does your primary insurance carrier and/or broker-dealer have a formal written policy regarding field usage of social networking/media sites.

11. Please indicate your level of agreement with the following statement. “My use of social networking/media sites has been worth my investment of time, effort, and money.”

12. If you use Facebook, have you created a fan page or a group page to better engage with clients/prospects?

13. Are you an NEB member?

14. If you are an NEB member, would you be interested in receiving NEB ethics/compliance updates via Facebook, Twitter, and LinkedIn?

15. Please indicate your primary professional role.

16. Please select the age range that best applies to you.

*17. If you would like a free copy of "What You Must Know about E&O", please indicate your contact information below.

*
17. If you would like a free copy of "What You Must Know about E&O", please indicate your contact information below.