092: What Business Data to Track in 2023… and How to Actually Use It (w/ Erica Pauly)

2023-01-17

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 shoul...

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 frequently advisors should be interpreting their data
Simple ways to get started in tracking key information

This is the perfect episode to air right at the beginning of the year! I love a good fresh start when it comes to tracking.

If you’ve tracked data and just don’t know exactly what to do with it, or maybe you don’t know what to track to actually make a difference in your business, this is the episode for you!

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LINKS FROM THIS EPISODE:

Get Erica's Book here FOR FREE!

Connect with Erica here on LinkedIn.

Check out Track That Advisor and their services here!

Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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