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Quick marketing review

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A quick thermometer check on your financial advisory practice marketing position.

A quick thermometer check on your financial advisory practice marketing position.


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  • 1. Quick Marketing Review1. Are you clear in your revenue requirements and capable of that growth with existing people and resources?2. Can you easily define your competitive advantage, is it measurable or observable?3. Are you systematically in contact with your top clients for reasons other than just "calling to check". Do you plan your client engagement effectively, are you gaining feedback on your performance, are you learning how to help them more?4. Are you systematically in contact with people that can refer business opportunities to you or influence the decision of those you are approaching. (C.O.I) Have you taken the time to define expectations, both theirs and yours, with these people?5. Are you systematically contacting people in business that can match you with those who fit your ideal profile?6. Do you have case studies, testimonials, or any third party reference (referee) that can / will support your claim of superiority to prospective clients?7. Do you care?