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…
What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly)
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…
Know Your Financial Advisory Practice’s Story through Data with Erica Pauly
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…
The Advisor Lab: Using Your Data More Effectively to Drive Client Conversion & Retention
Check out Erica in this podcast by The Advisor Lab!
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…
