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

How to Hire a Good Fit

I would go back and say, keep being curious. This will end. And there really isn't a right way to do this. Because what I'm doing and what track that advisor is doing is so like we're on an island in the industry. It's not going to stay the same anyway. The bottom line is data and storytelling and analytics, it's ever changing. You have to capture more businesses to produce less time at home. There's all these things that are just changing and I didn't even know they existed until now.

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