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

Financial Advisor Success

CHAPTER

How Many Days Does It Take to Find a Slot on Your Calendar?

If you can't get them in the calendar for 15 days, we got a problem. If it's too many, realistically, you're going to start losing prospects whom ironically might have been very excited to work with you before. So there's just a lot you can do with snailing that number. The idea here is basically days from when a client signs until money moves or revenue gets going.

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