Full Advisor Coaching - The Podcast The Story Your Data Tells with Erica Pauly (Ep. 20)
Tracking and learning from data might seem intimidating, but it holds the insights that can propel your growth.
What if instead of fearing it, you looked at the story your data tells?
In this episode of Full Advisor Coaching, Kristin Harad sits down with Erica Pauly, founder of Track That Advisor, to explore how understanding and leveraging measurements can help you achieve your goals. With a focus on growth strategies for financial advisors, Erica reveals how to make tracking fun and valuable, digging into the metrics that matter and how they can help you create version 2.0 of your RIA.
Discover how to be the protagonist in your data story and harness the power of numbers to inform your business development efforts, increase efficiency, and enhance your client experience.
Kristin and Erica discuss:
- Measurements such as stick rates, close rates, and average case sizes
- The importance of follow-up and how timely communication shifts the outcome of the prospect story
- Defining who a qualified lead is to ensure effective use of marketing resources, especially across teams
- Strategies for engaging existing clients and generating revenue through client referrals
- How to use data to make informed decisions about hiring, marketing, and pricing
- And more!
Resources:
- Sign up to the Full Advisor Coaching Community!
- Goals That Energize: Questions to Inspire Your Growth Plan – Episode 17
Connect with Kristin Harad:
- LinkedIn: Kristin Harad, CFP®
- FullAdvisorCoaching.com
- X: KristinHarad
- Email: kristin@fulladvisorcoaching.com
- Schedule a Conversation with Kristin
Connect with Erica Pauly:
About our Guest:
Erica Pauly graduated from Colorado State University with a Bachelor’s Degree in Rhetoric and Composition. She is an avid runner who enjoys running half marathons and the occasional full marathon. She resides in Gilbert, AZ with her husband (Brent) of 15 years, son (Triston), and daughters (Fiona and Eden).
When she’s not staring at and analyzing data sheets, she can be found outside while homeschooling her three children. She believes that nature and literature are the best teachers of all and that play, wonder, and curiosity are the baseline to growth understanding, problem-solving, and work ethic (after all, that’s how Track That Advisor began in the first place…a healthy dose of wonder and curiosity). The Paulys are active members of their local church and have a huge heart for missions, both overseas and local.