#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly
Nerd's Eye View
MARCH 28, 2023
What's unique about Erica, though, is how she built a series of spreadsheet tools to measure the details of each step of her advisory firm’s marketing funnel, from lead generation to each meeting in the sales process to client onboarding and getting initial revenue for the firm… and then turned it into a series of tools that any advisory (..)
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