Marketing For Financial Advisors

Erica Pauly on Tracking and Benchmarking Your Marketing


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Don Anders talks with Erica Pauly, Founder of Track That Advisor, on what the 2020 benchmarks were for financial advisor marketing and why it's so important to track your marketing ROI and your production. 

We discuss:

  • Benchmarks for Financial Seminars including ROI
  • Benchmarks for Financial Webinars
  • The Value of Tracking Your Numbers as a Financial Advisor


Track That Advisor specializes in helping financial advisors track and benchmark their production and marketing efforts -- which is key to making good decisions as a business owner.

Track That Advisor is offering $500 off of onboarding for listeners. You can learn more about that here: https://trackthatadvisor.com/

If you'd like to reach out to Erica directly you may email her at  [email protected]

As always, feel free to visit https://mfapodcast.com/ where you can find our information on how to do webinars.

Make sure you join our private Facebook Group here: https://www.facebook.com/groups/2273851866200933/

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Marketing For Financial AdvisorsBy Don Anders