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* 1. Please take a moment to tell us who you are:

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* 2. What industry are you in?

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* 3. How many years have you been in your profession?

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* 4. How motivated are you to attract new clients?

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* 5. How motivated are you to build relationships with referral sources?

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* 6. How confident are you that you are fully serving your existing clients with all -- or most -- of the services you/your firm offer?

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* 7. How active are you in building your reputation in the community (volunteering, speaking writing articles)?

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* 8. How happy are you with your current income?

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* 9. In an average week, how many hours do you spend on marketing?

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* 10. If you work with a PSM marketing coach, how many hours would you be willing to dedicate to your marketing efforts per week?

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* 11. How willing are you to be held accountable to reaching your marketing goals?

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* 12. If you were to give yourself a letter grade on your current marketing initiatives, what grade would you give yourself (be honest)?

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* 13. What are your biggest challenges in marketing your practice?

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* 14. What have you tried in the past that has NOT worked?

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* 15. How many years do you plan to continue working?

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* 16. If 5 or less, do you have a succession plan for your practice?

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* 17. Anything else we should know about you?

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