The $10 Billion Library:
Posts by imc
What 25,000 Appointments Reveal About 2025 (Midyear Report)
Hear Erica Pauly featured on Impactful Conversations: “What 25,000 Appointments Reveal About 2025 (Midyear Report).
Read MoreSupport Training | July 16, 2025
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Read More2024 Aggregate Study
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Read MoreTurning Numbers into Narratives with Erica Pauly
Erica Pauly, founder of Track That Advisor and data storytelling expert, joins Andrew Biernat on StoryBuilders to reveal how financial advisors can transform confusing metrics into meaningful stories that drive success….. Listen to the Podcast Here
Read MoreSupport Training | August 6, 2024
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Read MoreBusiness 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…
Read MoreAdvisor Training | July 15, 2025
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Read MoreSupport Training | May 28, 2024
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Read MoreAdvisor Training | May 14, 2024
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Read MoreSupport Training | March 26, 2024
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