049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue

Summary: 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