Using Your Data More Effectively to Drive Client Conversion & Retention

In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to measure consistently. 

Learn more on: https://trackthatadvisor.com/