Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica PaulyÂ
Financial Advisor Success
00:00
How to Use Sheets to Track and Convince Your Team
We're moving in a bit of a different direction this year, but we haven't really made that public. So sheets are the easiest. They are within Google. Because it's a spreadsheet. So you want to rejigorate and calculate some new things and move a row or two around. It's a book, like a dad and nerd problem, but they're wonderfully malleable. And people love them because they don't realize what they can do until you get experts on them.
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