Impactful Conversations | Stories and Lessons for Financial Advisors

S1E17: What 25,000 Appointments Reveal About 2025 (Midyear Report)


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Dinner seminars are slipping, referrals are surging, and automation might be quietly wrecking your close rates. Erica Pauly from Track That Advisor breaks down the midyear numbers and shows why it might not be your funnel that's broken, but your process.

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Impactful Conversations | Stories and Lessons for Financial AdvisorsBy Impact Partnership