
Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly
Financial Advisor Success
Excel Sheets: The Future of Marketing
It's really just, it's Google sheet based and there's reasons for that. So all they do is take a line, you fill out the leads name and you track them through the process. We keep marketing and new business separate. And then we are auditing the data and we're scrubbing it. That's truthfully like the key piece that most people miss. Most people are trying to track it or they have these Excel sheets or they've got 700 Excel sheets,. But there's no third eye on it to make sure it's right or it's getting done. It's Debbie over in the corner and she's the only one that knows how to do it.
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