The Resource Center:
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…
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!
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