049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue
Listen now
Description
As the founder of Track That Advisor, Erica Pauly has created a business that helps financial advisors track all the metrics that matter in their business. Today, we discuss how financial advisors at every level can use data to work smarter - not harder. We explore how smaller firms can intelligently scale and make their first hires, as well as how larger firms can track their numbers to make sure each and every advisor on the team is performing at their optimal level.  Bradleyjohnson.com/49
More Episodes
In today’s conversation, I’m speaking with Robert Glazer. Bob is the CEO of Acceleration Partners, a global affiliate agency trusted by some of the world’s top brands to manage their partner marketing programs. In addition to serving their clients at the highest level, Acceleration Partners has...
Published 07/21/20
In today’s conversation, I’m speaking with Commander Kirk Lippold. Commander Kirk was the commanding officer of the USS Cole, a Navy warship attacked by Al-Qaeda 11 months before the events of September 11, 2001.  As financial advisors living through COVID-19, not only is it important to focus...
Published 07/02/20