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

Financial Advisor Success

CHAPTER

How to Make Your Marketing Funnel Work for You

The onboarding fee is $600 a month for the firm. That's not trivial, even relative to what we spend for some of our other tech in our tech stack. After 90 days, we're all going to know if this is going to work or not. So that has been really helpful for everybody to make sure that it's a win. And we want it to be a win. Our whole job is to be a resource. We don't want to be, you know, wait on people's shoulders.

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