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Business of Advice – Ep. 85 – Erica Pauly: Understand Your Numbers
Are you looking to increase your ROI but aren’t sure where to start? With mailings, meetings, follow-ups, tracking and getting...
2023 Kitces: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly
My guest on today's podcast is Erica Pauly. Erica is the Founder and Owner of Track That Advisor, a consulting...
What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly)
The Efficient Advisor: Tactical Business Advice for Financial Planners As business owners, we all know we’re supposed to track data…...
Know Your Financial Advisory Practice’s Story through Data with Erica Pauly
Erica Pauly is a data storyteller for financial advisors and the Founder of Track That Advisor, a data analytics company...
