Artwork for 049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue
The Elite Advisor Blueprint®: The Podcast for World-Class Financial Advisors

049: Erica Pauly on What Financial Advisors Should Actually be Tracking to Maximize Revenue: Track That Advisor specializes in helping financial advisors track all the metrics that matter in their business. Today, Founder Erica Pauly joins the podcast to explain how larger firms can track their numbers to make sure each and every advisor on the t