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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 Define Success for Yourself at This Point

Sally Smith: Continued growth and we are really, are huge initiative this year is integrations. I hate that they have to fill things out twice. So that's honestly like our biggest directive this year is making it so they don't need to spend the time, the double inter data. The second they come into your office for meeting and that will at least be a visual reminder to to figure out what happened or to call them,. right? If they fell off the sales process and you're just looking at numbers, we're not going to remember to call Sally Smith.

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