<p>In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to measure consistently. </p> <p>Learn more on: https://trackthatadvisor.com/</p>

In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to measure consistently. Learn more on: https://trackthatadvisor.com/

Episode 102: Using Your Data More Effectively to Drive Client Conversion & Retention

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

Business

Investing

Marketing

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We're helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

Share Episode 102: Using Your Data More Effectively to Drive Client Conversion & Retention

Sign up to save your podcasts

Episode 102: Using Your Data More Effectively to Drive Client Conversion & Retention

Episode 102: Using Your Data More Effectively to Drive Client Conversion & Retention

More shows like The Advisor Lab by CION

Money Guy Show

Bloomberg Surveillance

THE ED MYLETT SHOW

Animal Spirits Podcast

Wall Street Breakfast

The Perfect RIA

The Compound and Friends

All-In with Chamath, Jason, Sacks & Friedberg

Barron's Advisor