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 business issued, it’s easy to get lost in the chaos. For over a decade, Erica’s coaching has helped numerous advisors not only grow their ROI but also streamline their processes. Tune in to this episode…
Advisor Training by Erica Pauly 7/23/2024
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Advisor Training, by Erica Pauly, May 14, 2024
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Advisor Training, By Erica Pauly, September 26, 2023
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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 and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. What’s unique about Erica, though, is how she built a series of spreadsheet tools to measure…
Advisor Training
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2022 Aggregate Annual Data Story
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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… and use it to do something. But what do we track and how do we use that data to make informed business decisions? Our guest, Erica Pauly of Track That Advisor, joins the podcast today…
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 that helps financial advisors bring clarity to company statistics. Before…