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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 Track and Track Your Clients

Stick rate is a good basic level of client quality. Close rate, if they actually came to a meeting, do they close? Average client size. Same days, so how much time does it take to get through each step of your marketing and sales process.? And then cost per client, when you add up all the marketing costs you had, and if I buy how many clients you actually got, like what is that? What does that come out to?

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