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

* 2. What industry are you in?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

* 17. Anything else we should know about you?

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