The Frank Maselli Company, Inc.

Advisor Self-Analysis

For each statement below, select the choice that describes you best.

Start with Conviction	False	Mostly False	Sometimes True	Mostly True	True
I have a core set of beliefs about my business that do not vary and cannot be shaken by market volatility.
I incorporate these convictions into my daily activities.
I regularly share these convictions with my team and my clients.
Work with Passion	False	Mostly False	Sometimes True	Mostly True	True
I am genuinely excited about what I am doing as a professional.
I feel confident, in control and enthusiastic about the overall direction of my business.
I recognize my deepest personal strengths and am working from those strengths every day.
Invest in Yourself	False	Mostly False	Sometimes True	Mostly True	True
I invest 5-10% of my gross income into my business every year.
I attend and participate in advanced skill training to enhance my personal strengths.
I know where my marketing dollars are going and what the return on that investment is.
Be Disciplined	False	Mostly False	Sometimes True	Mostly True	True
I have some form of written business plan that defines my goals and activities for the year or month.
Despite market activity, I have a pretty good idea of what I will be working on every day.
I am able to focus my attention and energy on the most critical and valuable tasks for my business.
Thrive on Chaos	False	Mostly False	Sometimes True	Mostly True	True
I am intellectually and emotionally comfortable with rapid change and economic volatility.
When faced with external uncertainty and confusion, I remain calm and act decisively for my clients.
I take advantage of difficult times to grow my business and reach out to new clients.
Become a Professional Communicator	False	Mostly False	Sometimes True	Mostly True	True
I can simplify complex concepts into easy-to-understand, actionable language for my clients.
I practice “active listening” and am able to identify the intellectual and emotional content in a conversation.
I am comfortable, professional and effective when speaking to groups.
Learn to Target Market	False	Mostly False	Sometimes True	Mostly True	True
I currently specialize in a certain type of client segment or a particular investment discipline.
I have already identified a target market niche opportunity that I am penetrating for business.
I can identify key local industries, companies and professionals that I would like to target.
Master Referrals	False	Mostly False	Sometimes True	Mostly True	True
I am currently getting a steady stream of high-quality referrals from my top clients.
I know specifically which clients and centers of influence (COIs) I would like referrals from.
I have developed an effective, professional approach for asking for referrals from top clients and COIs.
Build Your Team	False	Mostly False	Sometimes True	Mostly True	True
I am part of a good team -OR- I recognize the benefits of teams and am starting to build one.
My team functions effectively with each member working mainly in their strongest abilities.
I have a "virtual" team which allows me to tap the expertise of other professionals as needed.
Build Your Brand	False	Mostly False	Sometimes True	Mostly True	True
I have a strong individual brand identity that is clearly defined and easy to understand.
I have branded my business on my core strengths and most consistent actions/behaviors.
The majority of my top clients know who I am and specifically what I do for them.

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