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Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data With Erica Pauly 

Financial Advisor Success

CHAPTER

How Track That Advisor Can Help You Hit Your Goals

I feel like it is my job to kind of rewrite the narrative of data analytics, data storytelling for financial advisors. So I own a company called track that advisor. We build trackers for advisors to track all their marketing stats. Then we're providing dashboards and pretty charts and reports, but then I'm also analyzing it for them.

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