The Resource Center:
What 25,000 Appointments Reveal About 2025 (Midyear Report)
Hear Erica Pauly featured on Impactful Conversations: “What 25,000 Appointments Reveal About 2025 (Midyear Report).
Turning Numbers into Narratives with Erica Pauly
Erica Pauly, founder of Track That Advisor and data storytelling expert, joins Andrew Biernat on StoryBuilders to reveal how financial advisors can transform confusing metrics into meaningful stories that drive success….. Listen to the Podcast Here
Business of Advice – Ep. 85 – Erica Pauly: Understand Your Numbers
Are you looking to increase your ROI but aren’t sure where to start? With mailings, meetings, follow-ups, tracking and getting business issued, it’s easy to get lost in the chaos. For over a decade, Erica’s…
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…
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