How Fit Is Your Lead Gen System?

Take the Quiz to Find Out

Discover the Strength of Your Marketing in Just 10 Minutes

You wouldn’t build a financial plan without a full assessment. So why wing it with your marketing?

Our Inbound Marketing Fitness Assessment shows financial advisors exactly where their lead system shines—and where it’s leaking leads.

What You’ll Learn

  • Your score across 7 key marketing areas.

  • Gaps that may be costing you leads.

  • Benchmarks and next steps to grow.

What Happens Next?

  • Get your score instantly.

  • Receive a personalized summary via email.

  • Option to book a free call to review your results.

Ready to see what’s working—and what’s not?

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