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