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Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly 

Financial Advisor Success

CHAPTER

The Blind Leaves the Blind

I was in Colorado. I had my son, wasn't working, didn't really know what I would be doing. They called me and they said, look, no one does the tracking. The new person doesn't get it. Can you just do that aspect for us? And light bulb went on and I said, man, I should start something. I should start a company. It's not my dream to own something. You're like, well, if I'm going to build it, I'mGoing to sell to more people than just you. So it's everyone. Yes.

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