RJL Premium Website Request Form

PREMIUM WEBSITE ORDER FORM

CC&M Advisor Digital Experience
Yes, I understand the length of time to receive my first draft is 10-16 weeksNo, I have more questions about this and will reach out to the FA website team
WOULD YOU LIKE TO TALK TO OUR WEBSITE TEAM BEFORE THE SITE IS BUILT?
If you want to discuss this form, and other design requests with our website designer PRIOR to the website being made, select the option below and use the CCM ServiceNow request for a Consultation to book a conventient time to discuss your website! (select OTHER and comment: Website Development Onboarding)

RJ DIGITAL ADVISOR EXPERIENCE: Request Consultation 📆
ServiceNow Consultation form
WEBSITE FEES

There is a required*, one-time setup fee of $350 USD to cover the cost of building a Premium website.
You will be billed monthly once your website is published at a flat fee of $75 USD/month. This covers the maintenance, support, hosting, Raymond James domain, and SSL Security Encryption on Rj domain.

Payments are billed to the Advisor's charge code at Raymond James Ltd. Price is based off the website cost, and is not charged to each advisor.
Yes (required)
List the name(s) of the Advisor(s) that the billing and invoices should be sent to:*
Cost Center / Billing code to Charge back
No - English OnlyNo- French OnlyYes - French & EnglishOther
FOR RJs TRANSITIONS / ONBOARDING TEAM ONLY

This section is only required for the Transition Specialists submitting this form. If not applicable please skip
Primary transition Specialists E-mail
Estimated join date (NOTE: Approval from the BM or Transition Specialist is always required before a website goes live for transitioning advisors.)

MonthDayYear
Branch Manager for the new joiner(s)
We will contact this person (in addition to CCM and the Transition Specialist(s)) to provide pre-approval of the website ahead of the join date
The recruiting Branch's cost center - to cover first 3 months billing
Please use the billing code associated with the proper branch
The recruits current/old website with their previous dealership
enter any applicable URLs
For Transitions Specialist: Anything else you would like to tell us, or request?
FOR TRANSITIONS: if you have any marketing materials the recruit used, and want us to take copy from please attach.

Browse Files
Provide highest resolutions, and all file types you have Cancelof
Let's Begin!

Build your website details and options for design below!
Project Owner / Main Contact

Please choose one person to be the lead website project owner who will be the point of contact for this project.
YesNo
Please provide your - or - the full name of the website project's main contact person
Enter Full Name
Please provide your email address
example@example.com
Website Owner / Website Main Advisor (who fees will be charged to)

Please choose main advisor to be the owner of the website. This must be a financial/investment advisor and they will receive a copy of this completed order form once submitted.
Name*

First NameLast Name
E-mail*
Cost Centre for website fees to be billed to
IAS - Raymond James Ltd. Corporate AdvisorIFS - Raymond James Ltd. Independent Agent ModelRJLU - Raymond James (USA) Cross - Border AdvisorRJIC - Raymond James Investment Council - Independent Portfolio ManagerRJIC - Raymond James Investment Council - Corporate Portfolio ManagerRJCS - Raymond James Correspondent Services3MacsAssociate AdvisorAIP Program
YesNo one is licensedOther
YesNo, we do not manage cross-border accounts
I have no websiteI have a Standard RJ website that I want to upgrade to a full, premium websiteI have an old and outdated RJ website that I would like to have redesigned, rebuilt or updatedI have a website on a different platform, with a different vendor or company that I want moved to Raymond James
If applicable add your old or current websites URL for us to reference
YOUR RJL DOMAIN NAME / URL (Web Address)

What would you like your Raymond James Domain to be named? This can be the Advisor's name or your trade name. If you are upgrading your site, and want to keep the same URL note that below.
Websites that use a www.raymondjames.ca/YourName format are covered under your regular monthly maintenance fees with no additional charges. Custom Domains are the responsibility and ownership of the Advisor, not Raymond James.
www.raymondjames.ca/*
If you have an RJL URL (e.g. www.raymondjames.ca/abcwealthgroup) enter the last part in the field above
YOUR CUSTOM DOMAIN (Domain Resolution)

If you own a custom Domain that you would like to be the PRIMARY domain showing when you land on your website, Raymond James will need to work with IT to set up Domain resolution for you. This will allow the custom domain to be your default website address showing on your browser window. The cost for this is $100USD / year and takes approx. 6-12 weeks to set up from the IT side. This is not mandatory, but the cost is required to apply a SSL security certificate on the domain to keep your website showing as Secured.

Every Website has a Raymond James URL by default.

PRIMARY DOMAIN: Means the Website URL that shows in the Browser window, in the top address bar, after you land on a website. By Default this is the Raymond James URL.

CUSTOM DOMAIN: Is Advisor Owned URL, that has been purchased for use by the advisor. This does NOT register a business, it is just a link that directs to your website. Advisors can FORWARD custom domains to their Raymond James address or opt for Domain Resolution (at a cost). Both options will allow you to market with and use your custom domain.

Are you hoping to buy a new custom domain name?

If you would like to purchase your own domain, we recommend GO DADDY where you can check if a name is available and purchase a new domain. We recommend choosing the .ca version to maximize your search rankings in Canada. You will not need to purchase added features or hosting. **Please only submit confirmed and already purchased custom URL's below.

Your Owned Custom domain(s) you want associated with the new website:
E.g. www.abcwealthgroup.ca, www.abcwealthgroup.com, etc.
E.g. www.abcwealthgroup.ca, www.abcwealthgroup.com, etc.
Custom Domain Forwarding to your RJ website (no cost): Advisor forwards domain to the RJ address, which will be the primary.Make the custom domain the Primary Domain on your website - Not showing the Raymond James URL. (Additional $100USD/year)Not Applicable - No custom domain
Yes, please contact me to helpNo, we got it handled!Other
Contact Information Section

Your website will include a contact page
Main Office or branch Address*

Street Address

Street Address Line 2

CityProvince / Territory

Postal CodeCountry
Primary office contact E-mail
example@example.com
Main Office phone number to display on contact page

Area CodePhone Number
Toll-Free number to display on contact page (if applicable)

Area CodePhone Number
Main Office Fax Number

Area CodePhone Number
Direct Line - If applicable and you want to display

Area CodePhone Number
Do you have a Second Location you want listed on the website? Add details if so

Street Address

Main Office Phone Number

CityProvince / Territory

Postal CodeCountry
Second Location Office phone number to display on contact page

Area CodePhone Number
"Contact Us" form email recipient(s)*
Multiple emails separate with a semi-colon (;)
Do you have an online booking link you want to add to the website? (Calendly, Microsoft Bookings etc.)
SOCIAL MEDIA

SOCIAL MEDIA COMPLIANCE: To display social media links on your website, you must be connected to Proofpoint Social Patrol (our regulatory monitoring tool) through RJconnect. For more informaton, Visit our SOCIAL MEDIA PROGRAM page on RJnet.
https://raymondjamescan.sharepoint.com/sites/rjnet-rd-marketing/SitePages/Social-Media.aspx
Facebook Business page link (if applicable)**
Twitter / X link (if applicable)**
Do you have a personal LinkedIn page for your business?
Do you have a Corporate LinkedIn page for your business?
Any Additional Business Profiles in other Social Media Platforms? (Instagram, YouTube, etc.)
Paste all URL links to additional business profiles
Do you have a Google Business Listing already set up? If yes, please add the link
Paste your Google Business Link
Registration Information - Business/Trade Name
Registered Business Name or Trade Name (if applicable)
Business Names should be registered with the government, and submitted to your branch manager for Raymond James approval and recording with CIRO - Speak to your Branch Manager for questions.
No, I already have cobranded logos on file with CC&MYes, I have a custom logo but need it cobranded. I've uploaded my files below.I have nothing - please contact me to create a new business logoOnly use my name with the Raymond James Logo pleaseOther
If you have a business logo already that is approved, please provide it

Browse Files
Provide highest resolutions, and all file types you have Cancelof
Your Team

Provide your bios and headshots below. ** For teams in the province of Quebec, please provide your personalized content in both English and French, thank you.
Not Applicable - no websiteCopy the team members info from my current website - this is all correctUse the info from my current website - plus the addition of people belowMy current site is wrong - use only the below info
Main Advisor #1*

Full name as registered

Email Address

Registered TitlePhone Number to display

Active Designations
Advisor or Team Members #2 (if applicable)

Full name as registered

Email Address

Registered TitlePhone Number to display

Active Designation
Advisor or Team Members #3 (if applicable)

Full name as registered

Email Address

Registered TitlePhone Number to display

Active Designation
Advisor or Team Members #4 (if applicable)

Full name as registered

Email Address

Registered TitlePhone Number to display

Active Designation
If you have Additional Team Members to add, please include here with the same details as above.
Upload word document of all Team member's biographies. You can include in one file, or multiple.

Upload documents

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Upload all headshots, or team photos you would like added. it is helpful if the filenames match the person.

Upload headshots
Maximum upload limit is 10 MB. The photo quality needs to be high-resolution. Cancelof
Images AttachedNew images are coming and will be sent in separatelyNo Images available: Please use landscape/Abstract images instead.Do not add any images
**DO NOT ADD ANY SPECIALISTS TO THE WEBSITETeresa Mok - Financial Planning & Tax ConsultingSonya Dolguina - Financial Planning & Tax ConsultingSam Kyriazis - Financial Planning & Tax ConsultingShuangshuang Kong - Financial Planning & Tax ConsultingYannick Rivest - Financial Planning & Tax ConsultingCraig Thomas - Financial Planning & Tax ConsultingHeather Roche - InsuranceKarine Orser - InsuranceJacqueline Knoblauch - InsuranceAnnie Belanger - InsuranceUriah Kane - InsuranceZenon Zumluk - InsuranceEric Jozsa - InsuranceStephen Miziolek - InsuranceGreg Jizmejian - InsurancePatricia Chartrand - Estate & Trust and Charitable GivingDamian McGrath - Estate & Trust and Charitable GivingMarissa Lydynia - Estate & Trust and Charitable GivingRiaan Botha - Estate & Trust and Charitable GivingPaula Lester - Estate & Trust and Charitable GivingDiana Mao - Estate & Trust and Charitable GivingJessica Lo - Estate & Trust and Charitable GivingBenjamin Buckingham - Estate & Trust and Charitable GivingOther
YOUR WEBSITE PERSONALIZATION & DESIGN
Homepage template (model) and colour palette:

Once the order form is submitted we aren't able to change the homepage template model. Some components are NOT interchangeable between each design. With that said, the colour palette can be swapped for another option if it exists below.
Model 1 - ProfessionalsModel 2 - team focusedModel 3 - LifestyleNO PREFERENCE Pick option for me
No PreferenceRaymond James Navy Blue / light blue AccentsBurgundy AccentsCopper/Bronze gold accentsFor Model 4 only: Navy blue and teal accents
Image Theme:

PLEASE NOTE: If you provide your own images you must use Royalty-Free imagery, or images you have permission to use on yhour website. DO NOT take Others images, Images from Google, flicker, or the web that you do not have rights to use or you will be liable for copyright accusations.
HOMEPAGE IMAGES: choose our pre-selected images and enter #s below. (click here)I will use my own images (Attached below)Keep the same images from current websiteNeed more? Find standard istock Images and enter # below. (click here)
HOMEPAGE IMAGE CHOICE: Note the image # that you want to use as your Homepage image
Type the image number here from the Image Bank PDF options, or the # or URL from istock
SECONDARY PAGE IMAGE CHOICES:
if you prefer to choose your own images for the sub-pages of the website, you can list the Image Bank numbers, istock Photo numbers, or comments below. Please specify if you want the images chosen on specific pages, or our team will place them on your behalf. Alternately, you can have our team select the additional pge images for you.

SOURCE IMAGES:
- Find standard istock Images and enter # below.
- Image Bank: Secondary photo options
Use the framework's default image choice (as shown on the Model Framework sample)Use the images listed below (list image numbers in box below)
List secondary images to use here, themes or comments on your image request
Attach any imagery of your own that you want to include (If Applicable)

Browse Files
try to choose larger files and our team will resize them for you. Cancelof
Personalized Website Content

Below you will be able to enter your own content (other), or choose from the pre-approved selections below for the body content on your home page.
use the same content that is on my current websiteMix the best content from my current site, with new content from Raymond JamesUse all new "out-of-the-box" Raymond James content (can be altered as you need in the future) - Examples of this are on the Model Framework samples.I have my own, new content to submit for the website (must attach below)
HOME PAGE INTRODUCTION COPY: Customize the copy you want to have onthe home page. Think of this like a short introduction to your business, what you do and sets you a part. You can use the default below as is, tweak this to make it your own, or add custom copy! This should only be a paragraph or two.
EXPERT FINANCIAL ADVICE YOU CAN TRUST

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. We offer an array of personalized services, total wealth solutions and expert advice that can help make a positive difference in the pursuit of your financial goals. 

Whether you’re currently in retirement, preparing for the next chapter in your life, or just starting out - our team will build a financial plan that addresses your individual needs and financial goals.Customize, add your own or tweak the Home page content here.
DO NOT INCLUDECHOOSE FOR ME"An investment in knowledge pays the best interest." - Benjamin Franklin"The essence of investment management is the management of risks, not the management of returns." - Benjamin Graham"The four most dangerous words in investing are 'This time it's different.'" - John TempletonWealth can only be accumulated by the earnings of industry and the savings of frugality. - John Tyler"The art is not in making money, but in keeping it." - Proverb"Price is what you pay. Value is what you get." - Warren BuffetOther
PAGE NAVIGATION OPTIONS
The Default Navigation on the website, with out-of-box content looks like the following:

HOW WE HELP - SERVICES: Total Wealth Solutions

Your services will include the Total Wealth Solutions offering displayed in a simplified and efficient way to highlight your full services. (Financial Planning, Investment Management, Insurance Solutions, Tax Solutions, Estate and Trust Services, Charitable Giving Strategies).

You DO NOT have to use this option for your Services. Should you opt out, be sure to add a Services page, and provide content.

Use our Total Wealth Solutions Page for your Services (sample link above)Keep Testimonials Page (attach or copy your testimonials below).Keep the referrals pageKeep the resources page (Helpful links and calculators)
I Do not want any articles or blog pagesUse the Automated Raymond James Articles and CommentariesI would like to have a custom Blog/Article page to post my own content (newsletters/blogs/articles/video) - Attach at least one blog post below to start
If you chose to add a custom blog: what do you want the Blog page to be called? (note: you are responsible for providing your blog content when you want this posted)
write the title of the blog page you want
If you would like to add ADDITIONAL custom pages, please add the page titles below and upload the copy you would like on the page.
Please note, our website team does not write custom copy for advisors. For French, it is your responsibility to provide the translation.

Custom Page 1: Enter the name of the page you want added
Custom Page 2: Enter the name of the page you want added
Custom Page 3: Enter the name of the page you want added
Custom Page 4 Enter the name of the page you want added
Upload your copy/content for your Custom pages (if applicable)

Browse Files
Submit your custom copy in French and English if Bilingual Cancelof
If you have any comments or special requests for your pages, Navigation titles, etc. please enter here.
Additional Content or Comments

Anything not covered above can be pasted below. Creative direction, requests, questions can all be added below.
Is there anything else you would like to tell us, or have to add?
e.g. Custom Content, other websites you like, content sections not captured above, timeline considerations, etc.
YES! I will use the Booking Link belowNO - GET IT DONE! Move head with the info provided and let me know if you need more from me or have questions.
NEXT STEPS

Here is what you can expect from our process:
1. You fill out and submit the intake form with your images, documents etc.
2. You can book a virtual consultation if you choose - and we discuss the details and special requests
3. Sit tight - Our team is taking the information and putting your website build into our design queue to work on.
4. Our team will send you the first draft of the website to review and mark-up changes that our team will then make! This can take anywhere from 10-16 weeks depending on queue, compliance and complexity.
5. Once you approve the final website, our team will submit the site into Supervision Review in ServiceNow on your behalf, and make any necessary revisions.
6. Your website is Published, time to share it with the world!
7. Billing will commence and charged monthly.
WOULD YOU LIKE TO TALK TO OUR WEBSITE TEAM BEFORE THE SITE IS BUILT?
If you want to discuss this form, and other design requests with our website designer PRIOR to the website being made, select the option below and use the CCM ServiceNow request for a Consultation to book a conventient time to discuss your website! (select OTHER and comment: Website Development Onboarding)

RJ DIGITAL ADVISOR EXPERIENCE: Request Consultation 📆
ServiceNow Consultation form
ALERT: You should see a "Thank you!" page if this form was submitted successfully. If you do not see a "Thank you!" page, please make sure all input fields are entered correctly -- there will be an alert/error message beside any fields that are not completed correctly. If you continue to experience problems, please print a copy of this form and email it to financial.advisorwebsite@raymondjames.ca.
Internal Notes: RJ Digital Experience Website Team's comments and additional notes
Should be Empty:

PREMIUM WEBSITE ORDER FORM

WEBSITE FEES

FOR RJs TRANSITIONS / ONBOARDING TEAM ONLY

Let's Begin!

Project Owner / Main Contact

Website Owner / Website Main Advisor (who fees will be charged to)

Are you hoping to buy a new custom domain name?

Contact Information Section

SOCIAL MEDIA

Registration Information - Business/Trade Name

Your Team

YOUR WEBSITE PERSONALIZATION & DESIGN

Homepage template (model) and colour palette:

Personalized Website Content

PAGE NAVIGATION OPTIONS

HOW WE HELP - SERVICES: Total Wealth Solutions

Additional Content or Comments

NEXT STEPS