2021 Aggregate Study Webinar
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Retirement Inside Out Podcast
Ep 18: Utilizing The Numbers with Erica Pauly In this episode, Tom speaks with Erica Pauley about how important it is for advisors and financial professionals to track data to best serve their clients. They also discuss how Erica’s company is helping coach these advisors, and what trends she has noticed in the past year…
Curated Conversations Podcast
Episode 18: Finding the Space That Needs to be Filled and Serving, with Track That Advisor Founder, Erica Pauly In today’s episode, we are chatting with Erica Pauly, who never meant to be an entrepreneur or own her own business – and isn’t it funny how life does that to you? Initially working in marketing…
Encouragement in the Face of Defeat
Being a data analyst allows me to see behind the curtain and peer into the deep-rooted details of many advisory offices. I am honored to be allowed in that space and do not take that trust lightly. After examining many offices this year, I believe I can bring encouragement to others who may be wondering…
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