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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 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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