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Branding Readiness Assessment

"Brand is not first impression or introduction to who you are
— A brand is a collection of impressions and experiences on a consistent and continual basis that engrain a clear picture of who you are , what you do and how people will benefit from working with you."

You build a brand by delivering a consistent message that articulates a unique point of differentiation that resonates strongly with your target or niche audience.

Complete the following quiz to score your brand readiness.

  Yes No
Can you clearly describe who your ideal clients are?
Do you understand what is important to your ideal clients?
Can you clearly articulate what differentiates you from other advisors?
Can your clients, peers and team all clearly articulate what differentiates you from other advisors?
When people introduce you, do they use the same words to describe you? (if you are unsure - select ‘no’)
Does your point of differentiation resonate with your ideal prospects or clients?
Is your message interesting enough for your ideal client and prospects to talk about you?
Is the ‘client experience’ consistent with your key message? (your brand promise)
Is what people say about you positively impacting your bottom line?
Do you have the essential marketing tools and tactics that your ideal clients look to you for?    
 - Web Site
 - Personal Brochure
 - Financial Planning Process Info Sheet
 - Branded Stationery
Is your brand consistent through all of your marketing material? (web site, brochures, invitations, business cards, stationary, standard e-mail template, on-brand voice-mail message, etc.)
Does your personal appearance/style reflect who you are, your brand, and is it appropriate for your ideal audience?
Assuming you have a right message aimed at the right people, are you communicating this in a professional and attractive manner?
Do you mark every client communication with your personal brand (every meeting, report, agenda, memo, email, waiting room, etc.)?
Do you convey an image in your community and industry that is consistent with your brand?
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