Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
092: What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly)
As business owners, we all know we’re supposed to track data… and use it to do something. But what do we track and how do we use that data to make informed business decisions?
Our guest, Erica Pauly of Track That Advisor, joins the podcast today to discuss the power of tracking various metrics in your financial planning business, and how to use that data to tell a story.
In this episode Erica shares:
What 5 things should advisors actually be tracking
What 5 data points advisors commonly use, but shouldn’t!
How to turn data points (stars) into a story (constellation) that makes sense
How…
The skinny
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