Erica PaulyData Storyteller for Financial Advisors

Erica Pauly's videos and podcasts

65 items

September 2026

PDF

Track That Advisor 2026 MidYear Aggregate Study (1).pdf

1mo ago

August 2026

PDF

When the Data Doesn’t Tell the Story You Expected (1) (1).pdf

2mo ago

PDF

August_2026_Lace_Up.pdf

2mo ago

PDF

July_2026_LaceUp.pdf

2mo ago

PDF

National Trends by Allocation Type (2) (1).pdf

2mo ago

July 2026

Q&A

What does "Kept 2nd/Client" mean on a KPI Dashboard?

2mo ago

Q&A

What does "Kept 1st/Client" mean on a KPI Dashboard?

2mo ago

Q&A

Where is the Resource Center?

2mo ago

May 2026

PDF

2026 National Benchmarks by Advisory Practice Size (Flyers) (1).pdf

5mo ago

April 2026

Q&A

Do the 5 to 6 firms you mentioned have a high drop off rate between 1st and 2nd meetings by doing this process?

6mo ago

Q&A

what is life processing benchmark

6mo ago

PDF

everything_dinner_seminars_1.pdf

6mo ago

January 2026

PDF

2026_benchmarking_-_track_that_advisor_3.pdf

9mo ago

November 2025

PodcastEp #21: Data Integration Doesn’t Have to Be a Headache

Podcast

Ep #21: Data Integration Doesn’t Have to Be a Headache

11mo ago

October 2025

PodcastEp #20: The Power of Paperback For Financial Advisors

Podcast

Ep #20: The Power of Paperback For Financial Advisors

1y ago

Older

PodcastEp #19: How Marketing Isn't Like Vegas

Podcast

Ep #19: How Marketing Isn't Like Vegas

1y ago

PDF

Average Case Size Why It Matters and How to Use It.pdf

1y ago

PodcastEp #18: Transform and Scale Your Financial Advisory Firm with Practical Solutions

Podcast

Ep #18: Transform and Scale Your Financial Advisory Firm with Practical Solutions

1y ago

PodcastEp #18: Transform and Scale Your Financial Advisory Firm with Practical Solutions

Podcast

Ep #18: Transform and Scale Your Financial Advisory Firm with Practical Solutions

1y ago

PodcastEp #17: People First, Numbers Second: Building Trust in Advisory

Podcast

Ep #17: People First, Numbers Second: Building Trust in Advisory

1y ago

PodcastEp #17: People First, Numbers Second: Building Trust in Advisory

Podcast

Ep #17: People First, Numbers Second: Building Trust in Advisory

1y ago

PodcastEp #16: Track That Advisor Solutions for All Financial Advisors

Podcast

Ep #16: Track That Advisor Solutions for All Financial Advisors

1y ago

PodcastEp #16: Track That Advisor Solutions for All Financial Advisors

Podcast

Ep #16: Track That Advisor Solutions for All Financial Advisors

1y ago

PodcastEp #15: Mid-Year State of the Nation by Track That Advisor

Podcast

Ep #15: Mid-Year State of the Nation by Track That Advisor

1y ago

PodcastEp #15: Mid-Year State of the Nation by Track That Advisor

Podcast

Ep #15: Mid-Year State of the Nation by Track That Advisor

1y ago

PodcastEp #14: Growth & Acquisition: What Advisors Need To Know

Podcast

Ep #14: Growth & Acquisition: What Advisors Need To Know

1y ago

PodcastEp #14: Growth & Acquisition: What Advisors Need To Know

Podcast

Ep #14: Growth & Acquisition: What Advisors Need To Know

1y ago

PodcastEp #13: Using AI Efficiently in the Advisory World

Podcast

Ep #13: Using AI Efficiently in the Advisory World

1y ago

PodcastEp #13: Using AI Efficiently in the Advisory World

Podcast

Ep #13: Using AI Efficiently in the Advisory World

1y ago

PodcastEp #12: Sell, Succeed, or Step Back: Choosing the Right Exit Path after Scaling

Podcast

Ep #12: Sell, Succeed, or Step Back: Choosing the Right Exit Path after Scaling

1y ago