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Your Marketing Fit Assessment.

Not sure what level of marketing support your firm really needs? This short assessment looks at how you currently communicate with clients, how visible your business is, and what your growth goals are. At the end, we’ll suggest the marketing package that best fits your firm today — and where you may want to grow next.

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needs_visibility
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needs_execution
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needs_tracking
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Are you:
Do you operate as:
Do you currently have a marketing person/team?
How often do you update your website with new content?
Do you currently send any client newsletters or updates?
Do you currently send client emails yourself?
Who deploys your emails now?
Would you prefer emails to be:
Do you currently know which website visitors are engaging with your content?
Is identifying interested prospects a priority for you this year?
If you could see which companies or people were reading your website, would you use that information for follow-up?
Do you want marketing content fully branded as your own with no external branding?
Do you want the ability to edit marketing content internally?
Are you planning to grow your firm significantly in the next 2–3 years?
Do you want to build an internal marketing infrastructure rather than outsource everything?

0845 686 0055

info@financialadvisermarketingpro.co.uk

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