
Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly
Financial Advisor Success
The Importance of Integrating With CRM
Advisors are not only not entering it well in the CRM, they would actually rather do it in your sheet than the CRM. They're concluding like if I'm going to track this, it's easier to actually reenter the leads in your spreadsheet than it is to figure out how to use my CRM properly. So we're a sad statement on CRM, but I feel like that's what I'm hearing here. And that's, it's terrible. We have all these integrations. We integrate with all and we have, like I said, 25% of our clients have it together and organized enough to pull the data out so that we can scrub it and then
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