Retirement Inside Out Podcast

By imc | November 23, 2021 |

Ep 18: Utilizing The Numbers with Erica Pauly In this episode, Tom speaks with Erica Pauly 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…

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