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

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

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

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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