6. Do you have a website for your business
that is secure (SSL Certificate)
and mobile responsive?
How Does Your Marketing Compare To Top Advisors?
1
7. Has your site been optimized for search
engines (SEO) to target your specific
keywords?
How Does Your Marketing Compare To Top Advisors?
2
8. Does your website clearly articulate
the one urgent problem you solve for a
specific group?
How Does Your Marketing Compare To Top Advisors?
3
9. Do you have a section where you share
your background, story, passion, and
personality?
How Does Your Marketing Compare To Top Advisors?
4
10. Does your site have a “Sample Financial
Plan” where people can understand
how they would work with you and
what they're buying?
How Does Your Marketing Compare To Top Advisors?
5
11. Do you feature how you get paid and all
of the services you provide?
How Does Your Marketing Compare To Top Advisors?
6
12. Have you created case studies or client
profiles of clients you've helped?
How Does Your Marketing Compare To Top Advisors?
7
13. Do you have a “Get Started Now” page
on your site where people can schedule
a call with you using an online
appointment scheduler?
How Does Your Marketing Compare To Top Advisors?
14. How many people are on your email list
(prospects, clients, COIs)?
How Does Your Marketing Compare To Top Advisors?
8
15. Are you regularly publishing unique
content (blog posts or articles) that
is uniquely valuable and relevant to
your target audience?
How Does Your Marketing Compare To Top Advisors?
9
16. Are you adding contacts to your email
list every month to grow your
referral base?
How Does Your Marketing Compare To Top Advisors?
10
17. Do you send monthly marketing emails
that remind people who you serve, how
you help, and that you're taking on new
business?
How Does Your Marketing Compare To Top Advisors?
11
18. Do you proactively ask for referrals
at least twice per year?
How Does Your Marketing Compare To Top Advisors?
12
19. Do you have professionally Active,
Optimized and Consistent social
profiles on Facebook, LinkedIn, and
Twitter for your business?
How Does Your Marketing Compare To Top Advisors?
13
20. Do you post regularly on your social
profiles with a strong call to action?
How Does Your Marketing Compare To Top Advisors?
14
21. Do you have a high-converting video or
webinar where people can learn more
about you?
How Does Your Marketing Compare To Top Advisors?
15
22. Are you proactively promoting your
webinar And CApturing Leads?
How Does Your Marketing Compare To Top Advisors?
16
23. Do you track your metrics at least
monthly to understand how your
marketing campaigns are performing?
How Does Your Marketing Compare To Top Advisors?
17
24. HOW TO LEARN MORE
1. DOWNLOAD YOUR CHECKLIST
2. SCHEDULE A CALL
3. GET YOUR MARKETING RECOMMENDATIONS
4. Save $500 on your marketing
How Does Your Marketing Compare To Top Advisors?
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How Does Your Marketing Compare To Top Advisors?
How Does Your Marketing Compare To Top Advisors?
