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

Financial Advisor Success

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The Importance of Data in Financial Advisors

A lot of advisors just misjudge their own numbers. If you're not gathering some kind of data around how your marketing sales process is working, you can't possibly make improvements or even just figure out what to stop doing that's not working. For multi-advisor firms, the moment you have multiple advisors, you really don't necessarily know what's happening because you're not their first hand. It also gives them a sense of peace when they go to these events with other advisors and everyone's throwing out numbers.

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