Sheehan Financial landing pages.

Draft for review.

Have a look, then tell us what you’d change.

These are the pages your Facebook and Instagram ads will send people to. Open each one on your phone as well as your computer, because most people will see them on a phone.

What you’ll notice.

A few things are placeholders until we have the real thing:

  • The form boxes, where your GoHighLevel form goes.
  • The booking calendar on the thank-you page, where your GoHighLevel calendar goes.
  • The video near the top of each page, until your own video is on YouTube.

What we need from you.

  • FSP number. Your disclosure statement says FSP 105806, but your financeadvisers.co.nz listing shows FSP594749. Which one belongs on these pages?
  • How we’re paid. Mark to approve the "How do you get paid?" answers on both pages. We’ve kept the pages from saying the call is free, because your disclosure lists investment fees and commission.
  • Since when? We’d like to say how long you’ve been independently owned. Is it since 2005 (the plate on the door) or 2008?
  • Reviews. Pick up to six Google reviews you’re happy for us to show (plus the Vincent and Caroline testimonials from your website), and we’ll add them as screenshots.
  • Videos. The Reels in the top of each page are placeholders. We’ll swap in Opening D (KiwiSaver) and Life Opening C (cover).
  • Claire’s calendar. It currently asks people to ring the office. Should Claire call them instead, as the page says? And are Claire’s hours 9:30am to 3:30pm, or 10am to 3pm?
  • Sam’s details. Sam’s FSP number, and a thumbs up on the line about Sam under his photo.
  • Video calls. Are you happy to do fact finds by video for clients outside the top of the south?
  • Record keeping. How long you keep details of people who enquire but don’t become clients.
  • Any changes to the wording on any page.