Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

The Importance of Being Exclusive

I think sometimes advisors feel great when their calendar is packed and they, and they, some of them have even been taught. But that is such a disservice to these prospects who are excited and want to get in. And again, back to that average case size, the higher net worth people will wait. We have a guy who does an average case. I have a million or above. And his average days between points is like 25 days,. Our benchmark talking about benchmarks for days between appointments is 10 to 15 days. And his is 25. It's way past what we recommend, but they're fine with it. You know, and again, we've got the data. So we

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner