
Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly
Financial Advisor Success
How to Automate Your Auditing Process
The Tracker Genie turns green if you didn't fill it out. So an example would be Sally Smith, she set an appointment for February 16th. We log into the sheet and today is February 17th and you didn't tell her our sheet if she kept the appointment or not. That cell is now green and your auditing sheets now have her name populated that says, hey, something's not right. This didn't get filled out and therefore your stick rate is off. And it tells them exactly who it is, what line it is and how to fix it.
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