Erica Pauly
4 Podcast Episodes
Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly
Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly
Erica Pauly is the Founder and Owner of Track That Advisor, a consulting and coaching firm based out of Arizona that hel... Read more
28 Mar 2023
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1hr 31mins
Know Your Financial Advisory Practice’s Story through Data with Erica Pauly
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... Read more
17 Oct 2022
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46mins
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Episode 18: Finding the Space That Needs to be Filled and Serving, with Track That Advisor Founder, Erica Pauly
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 - an... Read more
18 Jul 2021
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23mins
049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue
049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue
As the founder of Track That Advisor, Erica has created a business that solves one of the biggest problems I’ve seen fin... Read more
18 Jun 2018
•
1hr 31mins
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