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Podcast: Retirement Inside Out with Tom Lamendola
Episode: Ep 18: Utilizing The Numbers with Erica Pauley
Description: In this episode, Tom speaks with Erica Pauley about how important it is for advisors and financial professionals to track data to best serve their clients. They also discuss how Erica’s company is helping coach these advisors, and what trends she has noticed in the past year when it comes to data and analytics. About Erica Pauley: Erica is the founder of Track That Advisor, a company that utilizes numbers to better serve and coach advisors. Through this data-driven approach, financial professionals can now better understand the changing market around them. Company We...