Data and Storytelling

Data and Storytelling: Marketing Data Tracking for Financial Advisory Firms with Erica Pauly of Track That Advisor

April 22, 2025/Erica Pauly

We talked with Erica Pauly about:

  • How she turned a passion for data into Track That Advisor, helping financial firms cut through the messy data to focus on clear, actionable insights that drive growth…
Listen to the podcast here!

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