
Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly
Financial Advisor Success
How to Measure Your Stick Rate
Stick rate is of the people who get on your calendar, how many actually keep that first appointment? So first appointment, stick rate. Furls are higher. And then seminars tend to be a little bit lower. Then next is going to be close rate. Of the people who keep it first, what percentage close? And benchmark, there's a 30. Everyone wants it to be 50. And I'm telling you, I look at a lot of data and it's not 50.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.