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#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly

Nerd's Eye View

MARCH 28, 2023

Welcome back to the 326th episode of the Financial Advisor Success Podcast ! Erica is the Founder and Owner of Track That Advisor, a consulting and coaching firm based in Gilbert, Arizona, that helps advisory firms track, and then improve upon, their marketing results. My guest on today's podcast is Erica Pauly. Read More.

Marketing 199
Marketing Marketing Financial Advisor Strategic Planning 199
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Kitces & Carl Ep 99: What Does It Take For You To Find The Confidence To Take Action?

Nerd's Eye View

NOVEMBER 17, 2022

For many financial advisors, improving business development strategies can be a challenging task to address. With the myriad tools available to advisors that help them analyze the potential outcomes of their ideas and strategies, collecting the data to do so has become easier than ever.

Strategic Planning 194
Strategic Planning Planning Financial Advisor Communication 194
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