Marketing Self-Assessment Worksheet

Eye-opening questions for the smart advisor. Find out if you've been approaching marketing the wrong way. Is there more you should be doing? How do you hold up against industry standards? Answer 20 key questions and see where you stand.


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Financial Marketing

Is Your Marketing Done Right?

  • Deep dive Ask yourself the right questions
  • Benchmark See how you're doing against industry standards
  • Act Get actionable insights
  • Improve Take your marketing to the next level
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  • Explore 20 questions to point you in the right direction
  • Specific Created with financial advisors in mind
  • Identify Discover your current marketing shortcomings
  • Bonus! Exclusive offer included within!
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