Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly
Financial Advisor Success
00:00
How to Track Your ROI for Multi Advisor Firms
I find just, you know, I thinking back to my days starting on the seminar marketing and like it's a very repeatable process with very, very concrete steps of where people are through the, through the stage. So if you track the numbers consistently and you do the process repeatedly, it's avery conducive to process improvement. Like our stick rates low, we put another reminder thing in place. Like our close rates good, but our non qualified rates too high. And so then what is your journey that you come to the world of, uh, you make, making, making truck out of ours, it's like making, making spreadsheets to measure marketing data.
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