In the Media Resources For You

Podcasts/Interviews

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…

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…