Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

The Balloon Poppy Feeling

We had a big, we had some big growth spurt. We were working on automations, but they weren't there yet. And so there was still a lot of manual stuff going on. I think we had one long term employee leave that was really hard. Training is hard when you're biased. They weren't A plus. So here we are with a lot more clients in the middle of creating automations and all three of us are trying to train new people. And they're like C players and not playing. Someone quite quit on us and it was really, really hard.

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.
App store bannerPlay store banner