Episode 102: Using Your Data More Effectively to Drive Client Conversion & Retention
from The Advisor Lab by CION Hosted by CION Investments
In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to measure consistently. Learn more on: https://trackthatadvisor.com/
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This episode is 27 minutes long.
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This episode was published on June 15, 2022.
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