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Test Your Marketing Know-How!

See how your personal marketing efforts compare to those of marketing superstars. Take a moment to rate yourself on the following characteristics. Be honest!

1. I return my phone calls and emails within four hours during business hours.

Almost Always	Usually	Sometimes	Rarely	Never

2. In the past two years, I have conducted at least one client survey to determine my clients’ satisfaction with the services I provide.

Almost Always	Usually	Sometimes	Rarely	Never

3. I have six to eight strong referral sources who send clients to me on a regular basis.

Almost Always	Usually	Sometimes	Rarely	Never

4. I am able to handle 99% of objections to hiring me as a financial advisor with an informed, articulate response.

Almost Always	Usually	Sometimes	Rarely	Never

5. I actively seek out opportunities to market other service professionals with whom I work or to look for ways I can further serve existing clients.

Almost Always	Usually	Sometimes	Rarely	Never

6. I regularly and comfortably ask current clients for referrals.

Almost Always	Usually	Sometimes	Rarely	Never

7. On at least an annual basis I schedule a non-billable meeting/interview with clients simply to ensure their expectations are being met.

Almost Always	Usually	Sometimes	Rarely	Never

8. A significant portion (at least 30%) of my business is the result of people seeking me out, not me seeking them out.

Almost Always	Usually	Sometimes	Rarely	Never

9. I have targeted three high-potential prospects for a first meeting and am actively working to schedule a meeting.

Almost Always	Usually	Sometimes	Rarely	Never

10. I have current prospecting materials and am able to respond to a client without needing to reinvent the wheel each time.

Almost Always	Usually	Sometimes	Rarely	Never

11. I am investing time into building my professional network, and consistently have two to three marketing meetings with prospective clients or referral sources each week.

Almost Always	Usually	Sometimes	Rarely	Never

12. I regularly conduct market research prior to meeting with a new prospective client to secure company information if relevant, news, review their website, and gather other background information.

Almost Always	Usually	Sometimes	Rarely	Never

13. I am an active member (attend meetings, volunteer for committees) of at least one trade, industry, or professional association attracting prospective clients.

Almost Always	Usually	Sometimes	Rarely	Never

14. I am establishing brands around my name, approaches, proprietary materials, and/or titles of my concepts.

Almost Always	Usually	Sometimes	Rarely	Never

15. I only use advertising (TV, Radio, Print) in highly focused and targeted ways.

Almost Always	Usually	Sometimes	Rarely	Never

16. I keep my finger on the pulse of activities in the industries of my clients and seek to become an expert source for members of the media to consult when developing stories.

Almost Always	Usually	Sometimes	Rarely	Never

17. I have published articles or pitched editors or reporters on topics of interest to my current and prospective clients for purposes of writing an article.

Almost Always	Usually	Sometimes	Rarely	Never

18. I have a profile on Linkedin and actively pursue other social networking opportunities (Twitter, Facebook, Blogging, Web-based Group Involvement) to build my name recognition.

Almost Always	Usually	Sometimes	Rarely	Never

19. I have exhibited at a trade show or professional association event attracting current or prospective clients or referral sources.

Almost Always	Usually	Sometimes	Rarely	Never

20. I am an active and engaged member of my community and volunteer as a board member or in another role for a number of organizations, non-profits and other community groups.

Almost Always	Usually	Sometimes	Rarely	Never

21. My database of current and prospective clients and referral sources is current and is growing.

Almost Always	Usually	Sometimes	Rarely	Never

22. I send (mail or email) targeted communications to my clients, contacts, and referral sources on a regular basis.

Almost Always	Usually	Sometimes	Rarely	Never

23. My professional biography including representative experience, speaking engagements and published articles is up-to-date; in fact, I may have two or three versions of my biography depending upon the client or contact the bio will be used with.

Almost Always	Usually	Sometimes	Rarely	Never

24. My website and social networking efforts are fully optimized using search engine optimization tools to build my reputation online and to rank highly with the top search engines.

Almost Always	Usually	Sometimes	Rarely	Never

25. I currently have a website I am proud of and actively market to contacts.

Almost Always	Usually	Sometimes	Rarely	Never

26. I regularly host events for clients, prospects and referral sources.

Almost Always	Usually	Sometimes	Rarely	Never

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