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…
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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…