Ep 18: Utilizing The Numbers with Erica Pauley
Episode description
In this episode, Tom speaks with Erica Pauley about how important it is for advisors and financial professionals to track data to best serve their clients. They also discuss how Erica’s company is helping coach these advisors, and what trends she has noticed in the past year when it comes to data and analytics.
About Erica Pauley:
Erica is the founder of Track That Advisor, a company that utilizes numbers to better serve and coach advisors. Through this data-driven approach, financial professionals can now better understand the changing market around them.
Company Website: https://trackthatadvisor.com/
Key Moments:
2:59 - Erica Shares Her Background And What Track That Advisor Does For Clients
6:56 - Which Data Metrics Are Important To Track For Financial Professionals
16:52 - What An Ideal Office Setup Looks Like For Successful Clients
20:24 - Interesting Data Trends Over The Past Year
26:41 - What Tools Are Available For Advisors To Use To Track Their Data
29:02 - Creating Dashboards For Tracking Important Data
33:01 - What To Be Paying Attention To When Looking For A New Financial Advisor
Contact Retirement Inside Out:
Email: [email protected]
Phone: 800-527-1155
Web: figmarketing.com