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* 1. What is your name and email address?

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* 2. Provide the name of your company, your position, and details of your company (number of advisors, ideal client, etc.)

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* 3. Provide the compensation structure of your company (fee-only, fee-based, etc.) and your company type (RIA, hybrid, etc.)

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* 4. Explain the current compliance process you go through for approving marketing materials.

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* 5. What marketing approaches have you carried out in the past and what was your experience?

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* 6. What are your marketing goals? (E.g. brand awareness, # of clients per month, more COI relationships)

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* 7. How do you want to work with a marketing team? How involved do you want to be in your strategy and process execution?

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* 8. What do you need to see from a Virtual CMO program for it to be successful for you?

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* 9. The Virtual CMO service is limited to a small number of advisors (5-10) allowing for premium service and enabling PPC to execute your marketing strategies. Everything is custom designed for you and your practice, and the service will be priced similarly to having a part-time staff member on board. It will require a 12-month minimum commitment. Is this something you are willing to commit to if you are selected by PPC to be part of this client roster?

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* 10. What else is important that we should know for our evaluation purposes? 

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