In the Media Resources For You

Podcasts/Interviews

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…

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 founding Track That Advisor, Erica…

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…