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Data and Storytelling: Marketing Data Tracking for Financial Advisory Firms with Erica Pauly of Track That Advisor
We talked with Erica about:
How she turned a passion for data into Track That Advisor, helping financial firms cut through the messy data to focus on clear, actionable insights that drive growth
Why tracking the right data empowers advisors to identify what’s working, what’s not, and where to focus next
The importance of clean, consistent data and simple data entry, and how even small improvements can unlock smarter decisions and long-term success
Featured Resources
Track That Advisor Website
2025 Track That Advisor Benchmarking Guide
Erica Pauly on LinkedIn
Track That Advisor Contact Form
Enjoyed This? You’ll Also Love:
Blind Spots Sellers and Buyers Need to be Aware of When Considering Mergers or Acquisitions with Verity Larsen
Uncovering Your Purpose to Find Success in Your Firm with Rob Brown
Serving a Pre-Retiree and Retired Market with Non-Financial Services with Susan Latremoille
View all episodes
By Out and About CommunicationsWe talked with Erica about:
How she turned a passion for data into Track That Advisor, helping financial firms cut through the messy data to focus on clear, actionable insights that drive growth
Why tracking the right data empowers advisors to identify what’s working, what’s not, and where to focus next
The importance of clean, consistent data and simple data entry, and how even small improvements can unlock smarter decisions and long-term success
Featured Resources
Track That Advisor Website
2025 Track That Advisor Benchmarking Guide
Erica Pauly on LinkedIn
Track That Advisor Contact Form
Enjoyed This? You’ll Also Love:
Blind Spots Sellers and Buyers Need to be Aware of When Considering Mergers or Acquisitions with Verity Larsen
Uncovering Your Purpose to Find Success in Your Firm with Rob Brown
Serving a Pre-Retiree and Retired Market with Non-Financial Services with Susan Latremoille