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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 Importance of Having a Strong Team

Erica: "I'm a backstage data English major and Molly really helped to change the game with that" She says her team is all A plus players, but she doesn't want a huge staff. The company has been referral-based until 2021 when it started putting itself out there.

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