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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Director of Marketing for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

Apr 30, 2021

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 Website: https://trackthatadvisor.com/

Key Moments:

2:59 - Erica Shares Her Background And What Track That Advisor Does For Clients

6:56 - Which Data Metrics Are Important To Track For Financial Professionals

16:52 - What An Ideal Office Setup Looks Like For Successful Clients

20:24 - Interesting Data Trends Over The Past Year

26:41 - What Tools Are Available For Advisors To Use To Track Their Data

29:02 - Creating Dashboards For Tracking Important Data

33:01 - What To Be Paying Attention To When Looking For A New Financial Advisor

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com