Are you looking to increase your ROI but aren’t sure where to start? With mailings, meetings, follow-ups, tracking and getting business issued, it’s easy to get lost in the chaos. For over a decade, Erica’s coaching has helped numerous advisors not only grow their ROI but also streamline their processes. Tune in to this episode as Erica shares valuable insights on understanding and utilizing data to drive success and make better-informed decisions. Regardless of your industry, Erica’s tips should help enhance your understanding of the importance of data and how it can be leveraged to grow your business.

Listen in as she outlines ways you can use data metrics to help grow your business. You’ll also learn about:

• Identifying & addressing data pain points
• Turning data into stories
• Understanding marketing funnels

Interested in learning ways to make more money without spending more? Start with Erica Pauly’s book “Tracking Your Trek: Looking Backward to Determine Your Forward,” which provides lessons ways to hit your annual production goal.