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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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
Explore 20 questions to point you in the right direction
Specific Created with financial advisors in mind
Identify Discover your current marketing shortcomings
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"I think this worksheet is a great tool and a nice way for people considering using your service to get an idea of where they are at currently. I definitely would have used it had it been available when I originally joined."
CFP, Intrepid Wealth Partners
"We've created a tool for our audience to help keep up with the best marketing practices in the fintech space. Financial advisors can now finally ask the right questions, identify the core problems and take action."
Advisor Websites™ is a global leader in website software for the financial and insurance industries. Our award-winning web-based platform is used by professionals including Financial Advisors, Registered Investment Advisors (RIA), Certified Financial Planners (CFP), Insurance Agents and Brokers to create and manage compliant and user-friendly websites.