Brandalyzer Assessment - Wealth Matters Consulting

Step 1 of 19

Begin the Brandalyzer

To get started, please tell us about yourself.

First Name

Last Name

Company

Phone Number

We're Pleased To Meet You.

Please tell us a little bit about your firm. The more details you share, the more robust our analysis becomes.

Firm Name

Headquarters City

Headquarters State

AUM

When was your firm founded?

Great! Let's dive in further.

Please help us to understand your current approach to Marketing and Public Relations.

Which activities does your firm perform currently? (Select all that apply)

Client Emails

Webinars

Press Outreach

Website Blog Posts

Podcasting

Video Marketing

Newsletter

Annual Report/Magazine

Investment Commentaries

Other

Other Activities: Please specify

Investment Commentaries - At what frequency do you distribute?

What is the focus or subject of your webinars?

Which Social Media Channels are you active on?

Facebook

X (formerly known Twitter)

Instagram

YouTube

Other

Any additional details you’d like to tell us about your current marketing activities?

We're Off to a good start!

Now let's talk about your future strategy.

What marketing initiatives would you like to do? (Select all that apply)

Content creation

Cohesive branding

Refresh Your Website

Build a New Website

Public Relations/Press Outreach

Social Media

Client Communications

Blog

Podcasts

Video marketing

Webinars

Speaking engagements

Employee engagement

Collateral creation (i.e. brochures, PowerPoint decks)

Email marketing

Digital advertising

Other (please specify)

To get specific on how we can help you, what is your most IMMEDIATE goal (choose one)?

Growth

Enhanced Client Relationships

Polished/New Brand

Media Coverage

What would you say are your biggest marketing challenges?

We can help with that!

Now we'd like to learn a little bit more about your clients.

How many clients does your firm work with?

Fewer than 20

20-50

50-100

More than 100

Where are most of your clients located?

What is the average net worth of your client families? Check all that apply.

$1 - $5 million

$5 - $15 million

$15 - $30 million

$30 - $50 million

$50 million+

Very impressive!

Just a few last details...

What would you say differentiates your firm from other firms?

Given that industry standard is to spend between 5-10% of a company’s revenue on marketing, what do you feel is an appropriate monthly marketing budget for a firm your size?

$5,000-$7,500

$7,500-$10,000

$10,000-$15,000

$15,000+

Unsure

In general, what is the source of most of your new business?

Client Referrals

Centers of Influence

Intentional Marketing Efforts

Other (please specify)

Please provide links to any marketing material you’d like to share with us.

Please upload any relevant marketing materials.

Max. file size: 300 MB.

What is your website URL?