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Data & Storytelling: Marketing Data Tracking for Financial Advisory Firms with Erica Pauly
Автор: Out & About Communications
Загружено: 2025-04-16
Просмотров: 12
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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
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