Marketing

1
Are you submitting this ticket on behalf of yourself?
Yes
No
2
Who is this Marketing Piece for?* This field is required.If you answered "Yes" above, please enter your name If you are submitting on behalf of someone else, please enter their name
First Name
Last Name
3
MM ID # (AA or AE)* This field is required.If you answered "Yes" above, please enter your ID #If you are submitting on behalf of someone else, please enter their ID #
4
Submitter Name* This field is required.
First Name
Last Name
5
Submitter Email* This field is required.
example@example.com
6
What type of Marketing Ticket is this?* This field is required.
Compliance Submission
CFG-Branded Business Card
Event/Webinar/Seminar
Marketing Piece - Pre-approved (ex. Ad, Slide Deck, etc.)
Custom Marketing Piece (Leaders Qualified Only)
Letterhead
Envelopes
Other
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Briefly describe what we can help you with today
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Name as you would like it to appear on card
9
Designations
AAMS
AEP
AIF
CAP
CFA
CFP
ChFC
CLTC
CLU
CPA
CASL
CDFA
CEPA
CExP
CFBS
ChSNC
CPCU
CPWA
RICP
LUTCF
Other
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If Other, Please Enter Designation
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Approved Title
Associate
Partner
Senior Partner
Financial Services Professional
Registered Representative
Financial Advisor
Investment Advisor Representative
Financial Planner
Administrative Assistant to [Advisor Name]
Other
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Administrative Assistant to:Advisor Name
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If other, what is your approved title?
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What are the advisor's FINRA license's?
6
7
63
65
66
Other
15
Select which type of Business Card Layout you would likeFor full details on the options, go to the link below -https://www.cfgintranet.com/marketing-brand-guide#business-cards
Standard CFG Business Card
Standard CFG Business Card with QR Code (must have a CFG bio web or splash page to link QR Code)
Premium CFG Business Card
Premium CFG Business Card with QR Code (must have a CFG bio web or splash page to link QR Code)
16
Is this your first order of CFG-branded business cards?
Yes
No
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Business Cards Order QuantityStandard Layout: pricing is approx. $.42/card Premium Layout: pricing is approx. $.60/card Please contact Marketing (cfgmarketing@financialguide.com) if you need to see the different options. Note to New Advisors: If this is your first order of CFG branded business cards, the firm will cover your first order of 100 Standard or 50 Premium business cards.
50 Cards
100 Cards
150 Cards
200 Cards
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Envelope Order Quantity
250
500
1,000
Other
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If you selected other, what envelope quantity would you like?
20
Envelope SizeEnvelope pricing will be communicated to you prior to order completion.
#10 (Regular Size Business-Size Envelope)
9 x 12
10 x13
Other
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Office Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
22
What phone number would you like on your marketing piece?
Cell Phone
Business Phone
Both
23
Cell PhoneIt is highly recommended that you use your Global Relay phone number in place of your direct cell phone number
Area Code
Phone Number
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Business Phone
Area Code
Phone Number
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CA Insurance License #
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AR Insurance License #
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What type of marketing material are you requesting?
Advertisement
Flyer
Brochure
PPT
Invitation
Mailer/Postcard
Web Banner
Other
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Dimensions of Piece (Width x Height or pixels if a banner ad)
29
Please Briefly describe the goal of this marketing piece. (For example, is it to drive attendance to a seminar? Is it to present during a client meeting? Etc.)
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Date of EventAll event material needs to be approved by compliance prior to being distributed. This includes vendor pieces, invitations, presentations, flyers, email blasts, etc. We ask that all material is submitted 6-8 weeks in advance to allow enough time to be reviewed, approved and promoted.
Date
Year
Month
Day
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Name of event/webinar/seminar:
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Which piece from the marketing library would you like personalized?
Social Security Seminar Flyer
Alliance Postcard
CFG Postcard
CFG Postcard - Life Events
Financial Plan Proposal
General Announcement Postcard
AIF Announcement Postcard
Auction Donation Flyer
New Years Resolution Letter
CFG Financial Confidence Ad
Electronic Greeting Cards
33
Ideal Date For Completion* This field is required.Give accurate time
Date
Year
Month
Day
34
Notes
Huge
Large
Normal
Small
Ok
Ok
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Please upload any materials here
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
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Record Type ID
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Case Origin
Email
Phone
Intranet
Direct Submission
38
Case Owner
39
Business Hours ID
40
Case Status
New
New
In Progress
on Hold
Closed
Should be Empty: