Posts by imc

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…

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…

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…

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 founding Track That Advisor, Erica worked as the Office Operations Manager and Marketing Director for GrowSecure Inc. Insurance and Financial Services and as the Marketing…