
Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly
Financial Advisor Success
How to Value Your Time
The average client acquisition cost for an established advisor was four to $5,000. Most advisors will speak to this again, I'm not an advisor. Those non-qualified leads are the ones that you let slip by because you liked them and they weren't really qualified or they were the referrals from your A client.
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