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

Financial Advisor Success

CHAPTER

Google Sheets: The Future of Marketing and New Business

I've been in this industry for 15 years and it started with Excel sheets. And I spent a ton of money to build a platform and I didn't like it. There's 10,000 data points we could look at for offices and certain ones matter at different times. We have some pretty exciting things happening in 2023 for our clients.

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