
Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly
Financial Advisor Success
The Importance of Being a CEO
"I was under such a weight and I didn't like it," she said of her role as CEO. "She just she brought this energy that I don't I bring a different energy." She added: "It's very much a partnership, but I also knew we would not get to the levels"
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