The Advisor Summit Podcast

The Advisor Summit Podcast: Use AI Data to Close—Not Just Converse | A Smarter Approach for Financial Advisors with Liam HanlonWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode, we sit down with Liam Hanlon from Jump to talk about one of the biggest topics in wealth management right now: AI. But this conversation goes far beyond the buzzword.Key TakeawaysAI should make advisors more human, not less. Liam explains that the best use of AI is removing admin work so advisors can be more present, more attentive, and more relational in client meetings.Client sentiment matters more than most advisors realize. Jump’s research shows that a client’s emotional state at the start of a meeting can directly impact how open they are to recommendations, planning conversations, and action.The right conversation structure can improve close rates. AI is helping uncover specific behaviors that lead to better prospect outcomes, including what to say, what to avoid, and when certain topics should come up.Most advisors are underusing the AI tools they already have. It is not just about having a note taker. Advisors get the most value when they connect AI across their full tech stack and use it as an operating system, not just a recorder.The future of AI in wealth management is workflow automation. Liam shares that the next frontier is solving operational bottlenecks — including complex processes like end-to-end account opening — in ways that were previously impossible.Key Timestamps and Resources Mentioned: 01:01 – Liam explains what Jump is and the advisor workflow problem it was built to solve01:32 – Michael Kitces study (2018–2019): Advisors spend only 17% of their day with clients and 9–10 hours/week on admin work03:02 – Why AI can actually create a more human advisor-client experience04:03 – Jump internal research: ~60% of advisors save 1–3 hours per day, and most reinvest that time into revenue-generating activities06:27 – What Jump is learning from advisor conversation data07:56 – Jump research: Client sentiment is driven more by market volatility and macro uncertainty than just market performance09:18 – One thing advisors can do to improve client sentiment (shift to long-term planning conversations)11:40 – How Jump creates AI-driven scorecards and conversation coaching15:48 – Jump study (10,000 conversations): Identifying behaviors that directly impact prospect conversion rates17:40 – How advisors should think about AI recommendations and conversation guidance21:40 – Why human review still matters, even with advanced AI24:09 – What advisors are getting wrong about implementing AI25:48 – Jump’s broader AI tools beyond note taking29:42 – 2026 T3 Survey: Jump leads in market share and advisor satisfaction among AI meeting assistants37:55 – Liam shares what excites him most about the future of AI in wealth managementConnect with Liam:https://www.linkedin.com/in/liam-hanlon-52aa60119/Visit Jump's website:https://jump.ai/⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

The Advisor Summit Podcast: From Stuck to Scaling: The Real Role of an IMO in Advisor Growth with Mark BiglerWelcome back to another episode of the Advisor Summit Podcast, where industry leaders and innovators share the strategies, systems, and mindset shifts helping advisors grow stronger businesses.In this episode, we sit down with Mark Bigler of Advisors Excel to unpack a big question in the advisory world: what should IMOs and FMOs actually be doing for advisors?If you’ve ever wondered whether your IMO is truly helping you build the business you want, this episode is for you.5 Key Takeaways:Not all IMOs serve advisors the same way.Mark breaks the IMO landscape into three levels: vendor, platform, and true partner. The strongest firms do more than provide product access — they help advisors build toward a long-term business vision.Most advisors grow by brute force until they hit a ceiling.A common pattern Mark sees is advisors becoming great salespeople without ever learning how to run a scalable business. That gap shows up in leadership, delegation, systems, and team development.Better data leads to better business decisions.From seminar tracking to appointment stick rates and average case size, Mark emphasizes that growth should not be based on gut instinct alone. Advisors need real metrics to know what is working.Growth requires delegation and leadership development.If advisors want to move from production to scale, they have to let go of doing everything themselves. That means documenting processes, training staff, and investing in becoming a stronger leader.Community can accelerate growth.One of the biggest differentiators Mark highlights is being surrounded by other successful advisors. When advisors are plugged into a strong community, they gain ideas, accountability, and momentum they would not get alone.Timestamps:01:06 – Mark shares how a cold call about life insurance unexpectedly opened the door to Advisors Excel04:27 – What a great IMO should actually do for advisors07:08 – Why Mark believes most FMOs are underserving their advisors10:33 – What Advisors Excel does differently: business plans, data, and real consulting14:02 – Why monthly coaching calls matter and how support evolves as firms grow15:21 – The biggest gap Mark sees in advisor businesses today18:30 – The three growth levers advisors should focus on21:07 – Why delegation is one of the hardest but most necessary parts of scale24:28 – Why advisor community is such a powerful growth catalyst29:11 – The KPIs Mark watches most closely in advisor marketing31:21 – Where advisors should begin when building a team36:55 – Why younger advisors can absolutely succeed in this industry37:48 – Common mistakes advisors make when trying to grow41:11 – Where Mark sees the IMO and FMO landscape heading over the next 5–10 years43:25 – Mark’s personal focus this year: becoming a better leaderVisit Advisor's Excel website:https://www.advisorsexcel.com/⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

The Advisor Summit Podcast: Becoming An Efficient Advisor with Libby GreiweWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode, we sit down with Libby Greiwe of The Efficient Advisor. Libby shares how advisors can move from burnout and “busy-ness” to scalable, enjoyable businesses by building intentional systems and processes. Drawing from her own experience as an advisor, she explains how efficiency alone isn’t enough—it must be paired with effectiveness and a strong client experience to truly transform a practice.Key Takeaways:Many advisors don’t actually have a business—they have a “really busy version of themselves.” Without systems, nothing works without you.A highly efficient business still fails if the advisor is burned out or not enjoying their work.There’s no “perfect template.” Advisors should build schedules around their natural energy, then refine continuously.Client onboarding is the biggest predictor of retention, referrals, and lifetime value—yet it’s the most overlooked process.Top advisors move out of “inbox mode” and into CEO mode by creating systems that anticipate needs instead of reacting to problems.Key Moments:00:50 – Episode intro and overview of Libby’s focus on systems, efficiency, and lifestyle design02:33 – “I didn’t have a business—I had a really busy Libby” realization05:13 – The “I should be doing this” overwhelm advisors experience06:28 – Common mistakes when building a model week08:23 – Why structure actually creates freedom for advisors10:43 – Designing your business around your natural life and client rhythms16:13 – Why the first 100 days of onboarding matter most18:28 – Client psychology shift: excitement to stress after saying yes21:33 – Removing friction with simple systems (the “break up with Dave” example)23:53 – Uber vs. taxi analogy for client experience and efficiency27:38 – Reactive vs. proactive advisors (“inbox mode”)30:18 – The Ritz-Carlton mindset: anticipating client needs31:33 – Shifting from annual reviews to strategic planning meetings34:03 – Systems aren’t fun—but they create freedom and scale36:03 – Automate, delegate, delete to reduce burnout38:48 – “Do it messy” approach to building processes41:03 – Libby’s goal: refinement over chasing new ideasConnect with Libby: https://www.linkedin.com/in/libby-greiwe/Visit The Efficient Advisor website: https://www.theefficientadvisor.com/Listen to The Efficient Advisor Podcast here: https://www.theefficientadvisor.com/podcast-main-page⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

The Advisor Summit Podcast: Building an RIA Without Guesswork | Shelby NichollWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode, we sit down with Shelby Nicholl of Muriel Consulting to talk about what really goes into making a successful advisor transition, whether that means moving firms, launching an RIA, or building the right structure for long-term growth. Shelby shares practical insight on ownership, operations, client communication, and how advisors can make the right move for both their practice and their clients.Key TakeawaysNot every advisor needs their own RIA. The right move depends on your goals, your team, and which responsibilities you actually want to own.Advisors need to know their real numbers first. Before making a move, you need clarity on your true top-line revenue, costs, and what your current platform is actually charging.The client story matters as much as the business structure. A transition only works well if advisors can clearly explain why the move is better for clients and staff.Strong transitions require strong partners. Compliance, operations, custodians, and consultants all play a major role in making an RIA launch or BD move successful.Building an RIA is a growth decision, not just a freedom decision. It creates more ownership and flexibility, but only if the advisor is ready for the added responsibility and structure.Key Moments02:36 — The three ways Shelby helps advisors today03:51 — Why advisors want to move firms or build an RIA06:02 — The mindset shift advisors need before making a move09:11 — Why “pushing the buttons” matters in ownership13:05 — The numbers advisors must know before transitioning15:16 — Important questions to ask before choosing a new BD19:07 — Biggest deal breakers and what to watch for21:09 — The first 90 days of launching an RIA26:42 — Why compliance fear holds so many advisors back28:53 — Common myths about RIAs and product flexibility32:57 — The one action step advisors should take this week35:07 — Where to connect with Shelby and Muriel Consulting36:00 — Shelby’s 2026 goal: launching 15 RIAsConnect with Shelby: https://www.linkedin.com/in/shelbynicholl/Muriel Consulting: https://www.murielconsulting.com/⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

The Advisor Summit Podcast: Your CRM Is a Key Teammate In Your Financial Firm | Thomas ClawsonWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode of The Advisor Summit, we sit down with Thomas Clawson, co-founder of SLANT, to explore how the next generation of CRM technology is transforming the way financial advisors build and maintain client relationships.From the evolution of legacy CRMs to the rise of AI-native platforms, Thomas shares how modern technology can simplify workflows, reduce administrative burden, and help advisors focus on what matters most: deepening relationships with clients. If you’ve ever felt frustrated by clunky systems, disconnected tech stacks, or tools that create more work instead of less, this episode will reshape how you think about CRM and advisor technology.Key Takeaways:CRM should strengthen relationships, not just track compliance.Many legacy CRMs evolved into record-keeping systems rather than true relationship tools. Modern platforms are shifting the focus back to helping advisors deepen client relationships.Legacy systems weren’t designed for today’s technology.Older CRMs were built on outdated infrastructure that makes it harder to integrate modern tools like AI. Rebuilding from the ground up allows platforms to better support today’s advisor workflows.AI works best when it’s built into the platform.Instead of bolting AI onto existing systems, AI-native CRMs embed it directly into everyday tasks like note-taking, meeting prep, and client insights.Meeting preparation and follow-up deliver the biggest AI value.AI can help advisors instantly recall important details about clients and past conversations, making meetings more personalized and productive.Choosing a CRM is about partnership, not just features.Because firms rarely switch CRMs, advisors should evaluate vendors based on long-term support, responsiveness, and commitment to improving the platform.Key Moments:00:13 — Introduction to Thomas Clawson and the origin story behind SLANT01:10 — Why advisors are overwhelmed by fragmented tech stacks02:48 — Understanding the real job of financial advisors: relationships and trust04:13 — Why traditional CRMs became compliance tools instead of relationship tools06:30 — The major flaws in legacy CRM systems10:44 — Why SLANT focuses on households instead of individuals14:19 — What “AI-native CRM” actually means for advisors18:05 — How AI can improve meeting preparation and follow-ups21:25 — Real example: using AI to deepen client relationships24:39 — Building CRM features advisors actually need27:34 — Why firms struggle to change CRMs and how to approach switching30:06 — Treating technology vendors as true partners33:05 — What makes SLANT different in the CRM landscape35:10 — Learn more or book a demo with SLANT🔗 https://slant.app35:48 — Thomas’s personal goals: leadership, family, and hiking the Grand CanyonConnect with Thomas: https://www.linkedin.com/in/thomasclawson/Check out SLANT: https://www.slant.app/Contact us at: [email protected] with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

Industry Benchmarks & Data Insights for Financial Advisors: Recap of the 2025 State of the Nation Study by Track That Advisor with Erica Pauly and Molly PierceWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode of The Advisor Summit, we sit down with our very own Erica Pauly to break down the 2025 State of the Nation Study, the most in-depth dataset Track That Advisor has ever released. With over $9 billion in issued and pending new business across 100+ advisory offices, this report goes far beyond opinions and gut-feel. It shows what is actually happening inside real marketing funnels, sales cycles, and close rates nationwide.Key TakeawaysReferrals are back on top for a reason. Referrals dipped in 2024 as advisors focused on client replacements, but rebounded in 2025 as behavior normalized. Funnel shifts often reflect where advisors spend attention, not whether a strategy still works.Workshops are gaining traction fast. More firms are running workshops to reach education-first prospects who avoid dinner seminars. They don’t outperform dinners, but they expand reach to a different audience.Dinner seminars still deliver value, just on a longer timeline. Close rates are down and costs are up, but dinner seminars continue to produce the highest average case sizes. When viewed holistically, ROI often remains positive.Gap changes how performance should be measured. A higher gap doesn’t mean lost revenue. It means business is closing later. Advisors with longer sales cycles should focus on year-to-date ROI instead of first-year ROI.Most advisors track the wrong benchmark. Close rate gets the attention, but the real leak often happens between the first and second meeting. Improving that single conversion point can significantly boost overall results.Links:Our 2026 Benchmarking Guide: https://pdflink.to/trackthatadvisor/Check out our Resource Center here: https://trackthatadvisor.com/the-resource-center/Contact us at: [email protected] with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

The “Nerd” Advantage: Processes That Work (Without Over-Engineering Everything) with Kitces’ Sydney Squires | Ep 25Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode of The Advisor Summit, we sit down with Sydney Squires, writer, editor, and “Nerd” at Kitces.com, to talk about what it really takes to create content that’s worth an advisor’s time and how strong teams are built long before the org chart looks “perfect.”From producing The Kitces and Carl Podcast to speaking at NAPFA and XY Planning Network, Sydney shares what she’s learned about depth over fluff, people over process, and why the first few hires can make or break an advisory firm’s growth trajectory.If you’re scaling a team, refining your role as a leader, or trying to build a practice with intention instead of just momentum, this episode is for you.Key TakeawaysGreat content solves the problem behind the problem. Sydney explains that the best articles don’t stop at identifying an issue, like succession planning. They dig into what’s actually causing it and provide insight that isn’t just obvious or surface-level.Processes fail when they swing to extremes. Small firms often live in one of two worlds: no process at all, the “6 p.m. on Friday process,” or a process so airtight it becomes impossible to execute. The goal is the 80% solution, enough structure to move fast without freezing progress.Your first hires don’t require a “perfect” operation. One of the biggest mistakes founders make is waiting to “get organized” before hiring. Sydney’s advice is to hire the operations or process-minded person first and let them help create the guardrails. You don’t need to fix everything before they arrive.Delegation is the real (hard) part of growth. Hiring help is easy compared to actually letting go of control. Sydney shares a practical mindset shift: focus on the outcome you want for clients, then let your team find their way to get there, even if it’s different than how you’d do it.Use data as a tool, not a culture-killer. Metrics should guide decisions, not turn your firm into a cold machine. Sydney recommends balancing metrics with counterweights, like downloads and engagement, and being intentional about what you optimize for. Sometimes depth and relevance matter more than reach.Connect with SydneyKitces Website⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

Average Case Size Matters | Ep. 24 Erica PaulyWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode of The Advisor Summit, we’re joined by Erica Pauly to unpack one of the most overlooked — and most powerful — metrics in advisor growth: average case size.Erica breaks down exactly how to define average case size (and what not to include), why it deserves a seat at the table alongside leads and close rates, and how it can radically change the way you plan your marketing and capacity for next year.Key Takeaways: Average case size reveals more than lead volume or close rate. It shows who you’re truly attracting and converting, reflecting your positioning, sales process, and the depth of client relationships — not just how busy your funnel looks.Different marketing funnels drive different case sizes. Dinner seminars and TV often produce higher average case sizes, while referrals tend to be smaller but highly profitable. Radio can be inconsistent, occasionally delivering very large “whale” cases that skew results.Higher case sizes require different expectations. Advisors serving higher-net-worth clients should expect longer sales cycles and lower close rates. Planning, coaching, and lead goals should adjust accordingly rather than applying the same benchmarks across the board.Use average case size for planning, not quick decisions. Because it’s a lagging indicator, average case size is most useful at mid-year and year-end. It plays a critical role in reverse-engineering marketing goals, staffing needs, and growth plans.Account for outliers to understand reality. Large one-off cases can distort the numbers. Reviewing averages with and without outliers gives a clearer picture of what “typical” growth actually looks like.Resources Mentioned:Reversed Engineered Marketing ToolThe Resource Center⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

Alternatives & Their Impact on the Financial Advisory World | Ep. 23 Alan Strauss Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode of The Advisor Summit, we sit down with Alan Strauss, Senior Partner and Director of Investor Relations at Crystal Capital Partners, to break down the world of alternative investments — an asset class that’s no longer “alternative,” but essential.From hedge funds and private credit to private equity and emerging technologies, Alan shares a clear, practical lens for understanding alts and why they’ve become the third leg of the modern portfolio. With decades of experience working with advisors and institutions, he explains how firms can overcome intimidation, avoid pitfalls, and confidently integrate alternatives at scale.If you're looking to future-proof your practice, better diversify portfolios, and serve clients with institutional-grade sophistication, this conversation is a must-listen.Key TakeawaysAlternatives are now mainstream — not a niche. Alan explains that alts have matured into a multi-trillion-dollar space and are now a core component of sophisticated portfolios, sitting right alongside public equities and fixed income.Education eliminates the intimidation factor. Most advisors avoid alts simply due to unfamiliarity. By breaking down hedge funds and private markets into simple, understandable concepts, Alan shows advisors how accessible the category truly is.Diversification and low correlation are the superpowers of alts. Private credit, hedge funds, and private equity offer lower volatility, better income potential, and access to innovations not found in shrinking public markets — making them powerful tools for client portfolios.Advisors scale faster with the right platform partner. Crystal Capital Partners handles due diligence, manager access, administrative heavy lifting, and portfolio construction, allowing advisors to offer alts without wearing every operational or research hat themselves.Client expectations are evolving — and advisors must evolve too. Younger generations, high-net-worth families, and institutions increasingly expect sophisticated alternative allocations. Advisors who embrace this shift early will differentiate themselves and grow more profitably.Connect with AlanAlan's website⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Tax Savings Architect | Ep. 22 Mark MyersWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode of The Advisor Summit, we sit down with Mark Myers, Founder of TaxWise Partners, to unpack how financial advisors can leverage tax strategy as a powerful growth tool.From serving in the Marine Corps to leading a tax-strategy firm that’s helped thousands of high-income earners, Mark shares his journey and the lessons he’s learned about resourcefulness, discipline, and finding the “coupons” hidden in the tax code.If you’ve ever wondered how to help clients save more, invest more, and stay longer, this is the episode for you.Key TakeawaysTax strategy is the missing piece of most financial plans. Advisors focus heavily on growing assets, but few look at reducing a client’s biggest expense — taxes. Strategic tax planning compounds wealth by expanding the investable base year after year.Advisors don’t have to be tax experts to offer value. Mark emphasizes partnering with specialists rather than trying to wear every hat. Advisors can stay in their lane while offering clients access to advanced tax efficiencies.High-net-worth clients chase value. When advisors introduce proven tax-saving strategies, they attract affluent clients organically — friends refer friends, and credibility multiplies.Partnership over competition. TaxWise Partners collaborates with advisors and CPAs without competing for clients or assets. They simply unlock more dollars for advisors to manage and for clients to invest.“Find the coupons.” Mark likens the tax code to a massive book of hidden coupons — opportunities for legal, compliant savings most people never use. Advisors who help clients find those “coupons” stand out as true wealth strategists.Connect with MarkMark's website⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

Data Integration Doesn’t Have to Be a Headache | Ep. 21 Kyle Van PeltWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode of The Advisor Summit, we are with Kyle Van Pelt, Co-Founder of Milemarker, to talk about one of the biggest challenges modern financial advisory firms face: data integration and ownership.Kyle’s journey has been anything but conventional—he never imagined he would end up in finance. He began his career in professional sports, transitioned into software, then he and his wife launched and ran a coffee shop before returning to software and ultimately finding his way into the financial industry. Along the way, he has built a remarkably diverse set of experiences that allow him to see connections others might miss.He’s known for his ability to connect the dots between the future of technology and finance, build strategic partnerships, and bring together great people who share a common vision.Outside of work, he’s driven by his passions—his family (a wonderful wife and four kids), golf (he’s a 7 handicap on a quest to play all of the top 100 golf courses in the U.S.), and coffee (he seeks out specialty coffee shops in every city and experiments with brewing perfect cups at home). He’s also an avid cook, currently working through every recipe in The Southern Gentleman’s Cookbook, and a dedicated sports fan cheering for the Phillies, UGA Dawgs, and ATL UTD.Beyond business and hobbies, he’s deeply committed to inspiring generosity and making a difference—helping feed over 65,000 people for Thanksgiving through the Hungry 4 a Day initiative. Above all, he’s passionate about using technology to make investing more accessible to everyone, not just the wealthy.Whether you’re an advisor, ops leader, or fintech enthusiast, this episode will open your eyes to what’s possible when data, people, and purpose align.Key Takeaways:Helping people is the heart of fintech. Kyle’s journey shows that the best financial technology empowers advisors to create real human impact — funding educations, retirements, and family legacies.Data ownership = true integration. By centralizing data through platforms like Snowflake, Milemarker gives firms the flexibility to connect every system and eliminate API bottlenecks.The “Excel wizard” problem. Many firms still rely on manual spreadsheets to understand performance. Centralized data and automation replace that inefficiency with real-time insights.Adopt tech by maximizing what you already have. Milemarker doesn’t add to the tech stack — it makes existing tools work together for better adoption, analytics, and efficiency.AI starts with clean data. Before deploying AI, firms must have a unified data foundation to ensure security, compliance, and accuracy — the first step toward meaningful automation.Connect with KyleVisit Milemarker's Website⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Power of Paperback For Financial Advisors | Ep. 20 Michael DeLonWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode of The Advisor Summit, we are with Michael DeLon, founder of Paperback Expert, to uncover how financial advisors can use books as one of the most powerful credibility and marketing tools in the industry. Michael shares his personal story of transformation, how a single book completely changed the trajectory of his business, and the proven system his team uses to help advisors publish, promote, and profit from their books — without spending months writing.If you’ve ever wondered whether becoming a published author could elevate your credibility, attract ideal clients, and set you apart in a crowded market, this episode is a must-listen.Key Takeaways:A book changes perception and builds instant credibility. Your book positions you as the trusted expert — transforming how prospects think about you before you ever meet.Lead with authenticity and your story. Readers connect emotionally when you share why you do what you do; it turns your book from a marketing tool into a relationship builder.You don’t write a book — you speak it. Michael’s “speak-to-write” process allows busy advisors to create a professional, compliant, and personalized book in under 24 hours of their own time.Your book is a marketing engine, not just a product. When used strategically — through your website, events, and client gifting — it becomes a “silent salesperson” that drives leads, referrals, and long-term trust.Avoid the DIY trap. ChatGPT can’t replicate your voice or authenticity. Real success comes from expert-guided publishing, personalized storytelling, and ongoing marketing systems that maximize ROI.Connect with MichaelMichael's Website⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: How Marketing Isn’t Like Vegas | Ep. 19 Mark E. GaffneyWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode of the Advisor Summit, we sit down with Mark Gaffney, founder of MEG, to explore how financial advisors can master marketing and drive consistent growth. Mark shares actionable strategies for seminars, client events, media campaigns, and database management to help advisors generate leads, nurture prospects, and scale their business with confidence. From live events to digital marketing, this episode is packed with proven best practices and practical insights you can implement immediately.Key Takeaways:Marketing is the tip of the spear – Advisors must treat marketing as a critical function of their business, not an afterthought, to grow and stay top-of-mind with clients and prospects.Master three revenue-generating funnels – Focus on the top 1–3 methods (seminars, client events, prospect outreach) to maximize impact and ROI instead of spreading yourself too thin.Seminars and live events are still essential – A well-executed pregame, game day, and postgame strategy creates appointments, conversions, and a masterful client experience.Database management and referrals are powerful – Consistent touches, nurturing prospects, and formal referral strategies can generate over 50% of annual revenue from existing clients.Hunter vs. Farmer marketing – “Hunter” campaigns drive immediate leads and appointments, while “Farmer” campaigns plant seeds for long-term growth. Advisors should balance both for sustainable success.Connect with Mark Mark's Website⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

Ep #18: Transform and Scale Your Financial Advisory Firm with Practical SolutionsWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode of the Advisor Summit, we sit down with Jen, founder of My Virtual COO, to uncover the strategies and frameworks that help financial advisory firms scale without burnout. Jen shares actionable advice on goal-setting, delegation, team empowerment, change management, and creating a legacy-driven business. Whether you’re a small firm looking to grow or a seasoned advisor aiming to optimize your team, this episode is packed with practical insights you can implement today.Key Takeaways:Scaling your firm effectively requires written goals and vision—whether on paper, a whiteboard, or a digital tool—to provide clarity and direction for every decision.Scaling without burnout comes from grounding yourself in data, understanding team structure, and reviewing priorities quarterly or at least every six months.Delegation and clear responsibility charts empower your team, reduce disengagement, and allow leaders to focus on strategic growth instead of getting stuck in daily operations.The Four Ps—People, Productivity, Profitability, and Presence—help leaders evaluate and implement change without overwhelming their team or creating “change fatigue.”Building a legacy firm requires clear communication, empowering your team, taking breaks to step back, and fostering a culture of giving back through impactful initiatives.Jen Goldman is a business transformation specialist. She has 30+ years’ experience in service industries and transformed hundreds and trained thousands of professional services firms to experience higher growth, success and profits. Jen’s expertise is in strategic business improvement planning, optimization of staff, providers and tech, Lean® process creation and adoption, change accelerators without fatigue, and overall implementation of operational efficiencies. Her philosophy includes Visualization, 4Ws™ Sequencing, and IDEOS®. Her thought leadership is found in Inc Magazine, Liberated CEO, Tools for High Profit Margin Practice, Vettafi, and on industry-leading conference stages. Jen’s written work can be found in Inc, NAPFA, Technology Tools for Today, Trust Advisor, and many more. Connect with JenJen's website⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: People First, Numbers Second: Building Trust in AdvisoryWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.Today, we are with Brad Matos. After originally pursuing a degree in Mechanical Engineering, Brad pivoted toward his true calling in finance, harnessing a Bachelor’s in Business from Florida International University. Brad’s professional journey saw him excel in multiple roles in financial analysis and operations. Hailing from the St. Augustine area, Jacksonville, Florida is where Brad calls home. His heart belongs to his wife Emily, married since June 2019, and their two wonderful children: Kennedy and Anderson. In this episode, we dive into the human side of financial planning with a focus on building trust, simplifying complex strategies, and educating clients to give them confidence in their financial futures. Brad shares insights from their experience in the advisory world, emphasizing the importance of relationships, conservative planning, and continuous learning for both advisors and clients. In this episode, we cover:How putting people before numbers leads to stronger, longer-lasting client relationships, and why personal connection is just as important as the financial plan itself.Strategies to make complex financial plans simple and easy to understand, so clients feel confident and in control of their money without getting lost in the numbers.The difference between a CFA (Chartered Financial Analyst) and a CFP (Certified Financial Planner), and why holistic planning—integrating taxes, estate planning, and risk management—creates better outcomes for clients.Practical ways to educate clients and help them stay calm and focused during market volatility, using clear visuals, analogies, and real-world examples.Core values for aspiring advisors—humility, integrity, ownership, and a commitment to lifelong learning—and how adopting these can accelerate growth and impact in any financial advisory career.Connect with Brad MatosVisit TTC's website⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: Track That Advisor Solutions for All Financial Advisors | Molly & EricaWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.In this episode, we dive into the latest updates from Track That Advisor, exploring how their innovative tools and integrations are helping financial advisors streamline operations, leverage data, and make smarter business decisions. Erica walks us through the newest features, from seminar tracking to AI-powered insights, and shares tips on maximizing data for growth.Track That Advisor Service Offerings:1. Track That Seminar – For managing, tracking, and analyzing client events or seminars; designed to give firms insight into event performance and client engagement.2. CRM Integrations – TTA integrates with major CRMs to ensure smooth data flow3. Advisor Footprint – A Salesforce-based, pre-built system that includes TTA processes, dashboards, and reporting for larger firms. Allows customization for workflows, reporting, and automation without building from scratch.4. Data Storytelling Course – A 12-week online course for leadership or trusted team members that teaches how to interpret, link, and act on data effectively. Includes group calls, two 1-on-1 coaching calls, and a final project for practical application.5. Ask EP AI – AI-driven support to help advisors and staff navigate the TTA platform, analyze reports, and get actionable guidance.6. Reverse Engineer Tool / Workflow Analysis – Helps firms analyze existing processes, dashboards, and reports to identify what’s working, uncover inefficiencies, and implement actionable improvements.7. Resource Center – Offers additional tools and educational materials for advisors, leadership, and teams to get more value from TTA and data insights.8. Beta Testing & Early Access Programs – For new integrations or tools, such as Wealthbox integration, TTA allows select clients to beta test before full rollout.9. Consulting / Advisory Support – Guidance on implementation, data analysis, and strategic decisions based on your firm’s size, goals, and data needs.Bonus Takeaways:When reaching out to us, make sure to include the specific tag for what you’re interested in—like Redtail, Wealthbox, or Advisor Footprint—so we can send you only the announcements and updates that matter to you.Leveraging Track That Advisor’s tools allows firms to scale efficiently without costly custom builds.Understanding and interpreting your firm’s data can reveal actionable insights that drive growth and improve client service.The combination of AI, structured workflows, and educational resources empowers teams to become data-driven decision-makers.Show Notes:Stephanie Dannebaum's website here⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

Mid-Year State of the Nation by Track That Advisor | The Advisor Summit Podcast Erica Pauly | Episode 15Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.Erica is a leading expert in data-driven marketing strategies for financial advisors. As a coach and consultant, she has helped firms across the nation grow by leveraging data and making strategic marketing decisions. With years of experience working with advisors, Erica is passionate about turning data into actionable insights that lead to measurable results. She also leads Trackpad Advisor, a company focused on providing advisors with the tools they need to succeed.In this episode…Erica dives into the mid-year state of the nation and explores key trends in financial advisor marketing. She discusses shifts in traditional marketing funnels, such as dinner seminars, and how advisors can adapt to these changes. Erica also shares valuable insights on how to analyze key metrics, the importance of understanding your marketing gap, and how to pivot strategies effectively for the second half of the year.Key Takeaways:Dinner Seminars: Dinner seminars are seeing lower conversion rates and meeting stick rates, signaling the need for a shift in approach and greater focus on human connection and follow-up.Marketing Gap: Advisors must understand their "gap"—the difference between leads from previous years and new business generated this year. A high gap (over 30%) indicates a longer sales cycle and should shape ROI expectations.Data-Driven Decisions: Data is crucial for advisors to make informed decisions. Tracking key metrics like stick rate, close rate, and cost per client is essential before focusing on ROI.Nurturing Leads: Advisors should treat their leads like referrals by nurturing them over time and building genuine relationships, rather than viewing them as quick transactions.Adapting to Change: Advisors should stay flexible and avoid panic-driven decisions. Understand your benchmarks and adjust expectations based on your data and marketing funnels.⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: Growth & Acquisition: What Advisors Need To Know - Ep. 14 Brad SwineheartWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.Today's guest is someone who's not just shaping the future of advisor marketing and growth, he's accelerating it. We are thrilled to welcome Brad Swinehart, Chief Growth Officer at Oxford Advisory Group, a private, family-owned retirement planning and wealth management firm that's seen explosive growth under Brad's leadership. Since he came on board, Oxford has earned a spot on the Inc. Five Thousand list, been named one of Inc. 's best places to work, and received Silicon Review's Top Tech to Watch in 2024, all while achieving its highest growth RA year and expanding into new estate planning services. Brad was recently honored as a 2024 Tampa Titan 100 and named Chief Marketing Officer of the Year by CMO Alliance. He's also the host of the award-winning podcast, The Advice Leading with Value, which has featured some of the biggest names in our industry and continues to be a go-to resource for financial advisors looking to lead with impact. A respected voice, dynamic speaker, and strategic powerhouse, Brad's work is helping transform how advisory firms grow, connect, and serve. Welcome, Brad.In this episode, Brad discusses key strategies for scaling and growing a wealth management firm, including the power of referrals, effective succession planning, the importance of solid processes, and how leadership mindset impacts business growth.Key Takeaways:The Power of Referrals: Brad highlights that advisors should proactively engage clients to keep them informed, as existing clients are often the best source of new business. Neglecting these relationships can result in missed opportunities for growth.Succession Planning: Advisors without a transition plan risk losing business value as clients may question the future. Ensuring a successor is in place is vital to preserve the firm’s worth when retiring.Growth Mindset: Leadership attitude is key to scaling. Advisors need to be open to change, trust their team to make decisions, and let go of their ego to allow the firm to grow effectively.Processes for Success: Well-defined, replicable processes are essential for growth. Advisors who lack structured systems struggle to scale. Data-driven decisions and a willingness to adjust are necessary for consistent success.Leadership and Empowerment: Effective leadership involves clear communication and mentorship. Successful leaders empower their teams to make decisions while staying aligned with firm goals, avoiding micromanagement.Connect with BradListen to Brad's PodcastVisit Oxford Advisory Group's Website⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: Using AI Efficiently in the Advisory World - Ep. 13 Ben OlsenWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed.Today’s guest is Ben Olsen, the founder of Beemo Automation. Ben’s journey from financial advisor to launching his own company focused on AI and automation for wealth management has led him to be at the forefront of helping firms integrate these powerful technologies. He’s passionate about providing customized AI solutions to help advisors streamline their processes, save time, and grow their business. In this episode, Ben shares how AI can help financial advisors optimize operations and enhance client relationships, while also exploring the future impact of AI on the financial services industry.Key Takeaways:AI’s Role in Wealth Management: Ben explains how AI boosts efficiency by automating tasks like client onboarding, meeting scheduling, and follow-up emails, giving advisors more time to focus on client relationships.Customized AI Solutions: Beemo Automation offers tailored AI tools that fit each firm’s unique needs, ensuring seamless integration with existing workflows.Automating Back Office Tasks: AI automates back-office processes such as data entry and CRM updates, freeing up time for client-facing work and business growth.Improving Client Communications: AI streamlines client communications by organizing emails and drafting replies, improving both efficiency and client satisfaction.The Future of AI in Wealth Management: Over the next 3-5 years, AI will help advisors manage more clients efficiently and reduce tech fragmentation by centralizing data for better AI tool use.Beemo AutomationConnect with Ben⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: Sell, Succeed, or Step Back: Choosing the Right Exit Path after Scaling- Ep. 12 Cory SwainWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising. Today’s guest is Cory Swain. Cory is a passionate coach and consultant dedicated to helping independent financial advisors become better business owners and exceed their goals. As a Vice President of Advisor Development at Advisors Excel he has empowered numerous advisors to embrace their CEO roles, guiding them toward achievements they once thought impossible. Cory thrives on the energy of the teams he works with, managing a direct team of 11 that supports over 140 offices gathering over 5 billion in new assets per year.Though he’s landlocked in Kansas, Cory is proud to be the #1 surfer in the state (self-Proclaimed) and loves traveling to the coast whenever he can to catch a few waves. Faith and Family are at the core of his life; he enjoys chasing his three sons from sport to sport and navigating the adventures of being a “girl dad” with his daughter. Married to his wife, Hannah, for over 14 years, they share a commitment to building a God-centered home.He is very involved with the local Topeka community through serving on past boards with Young Lives, consult to startup of FCA Topeka, serving with Future Now: Finance and also leads the Faith Driven Advisor group within Advisors Excel. In this episode, Cory covers a wide range of topics that every advisor can learn from, including:The Journey to Scaling: Cory explains his path into the financial industry, transitioning from a recruiter to a leadership role at Advisors Excel. He highlights that scaling a practice is more about establishing systems and processes than simply hiring new advisors.Misconceptions About Scaling: Cory addresses the common misconception that hiring additional advisors automatically leads to success. He stresses the importance of systems and the right first hires for sustainable growth.Becoming the CEO: Cory discusses when an advisor should stop being the main producer and start focusing on acting as a CEO. He shares real-life examples of advisors who navigated this shift and the challenges they encountered.Systems and Processes: Cory talks about the need for documented systems in sales, marketing, and client retention to scale a practice. He encourages advisors to start small and use affordable solutions to build these systems.Acquisitions and Transitions: Cory offers advice on preparing to sell an advisory practice, emphasizing the importance of valuations, understanding the market, and managing risks during transitions.Connect with Cory SwainVisit Cory's websiteAt Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast - Advisors as Educators: The Next Level of Client Service Ep. 11 Cooper Hitt | Fiat Wealth ManagementWelcome to The Advisor Summit, the podcast where financial advisors gain practical insights and actionable strategies from the industry's top professionals. Each episode, we dive deep into the key trends, tools, and techniques shaping the future of financial advising.Today’s guest is Cooper Hitt, the Director of Business Development at Fiat Wealth Management. Raised in Sioux Falls, South Dakota, Cooper Hiit brings Midwestern values and a relational approach to his role as Director of Business Development at Fiat Wealth Management. After moving to Minnesota to attend Bethel University, Cooper quickly found his footing in the financial services world and joined the Fiat team in 2022.Since then, he has been instrumental in driving strategic growth initiatives, fostering partnerships, and helping expand the firm’s reach while staying true to its mission of guiding families toward purpose-filled financial futures. Cooper's ability to connect with both clients and collaborators stems from his deep belief in trust, transparency, and putting people first.Now based in Minnesota, Cooper is passionate about building relationships and creating meaningful opportunities for those navigating life’s financial journey through the values and vision of Fiat Wealth Management.In this episode of The Advisor Summit Podcast, Cooper discusses how he transitioned from an intern at Fiat to becoming the Director of Business Development. He shares the lessons he's learned about adapting to change, embracing fintech, and building strong, communicative teams. Cooper also highlights the value of client education in retaining clients and ensuring a smooth onboarding process. Here’s an overview of the key points discussed:Key Takeaways:The Journey from Intern to Director: Cooper shares his unconventional path to business development, starting as an intern at Fiat, learning through various roles, and adapting as his responsibilities grew. His journey highlights the importance of flexibility and growth within a company.The Importance of Cross-Departmental Understanding: At Fiat, employees are encouraged to spend time in every department to gain a full understanding of the business and foster mutual respect between advisors and back-office staff. This cross-training helps bridge communication gaps and enhances teamwork.Adapting to the Changing Wealth Management Landscape: The rise of fintech, AI, and the shift from large wirehouses to independent advisory firms have dramatically changed the industry. Cooper discusses how Fiat embraces innovation and constantly evaluates new technologies to streamline processes.Client Education: A Key to Client Retention: Fiat places a strong emphasis on educating clients, not only about the products they offer but also about the broader financial landscape. Regular communication through podcasts, blogs, and workshops helps clients feel more secure in their financial decisions and reduces anxiety during market downturns.Embracing Change and Growth in Business Development: Cooper discusses how his role has evolved over time and the importance of being adaptable in a growing company. He emphasizes that staying open-minded and willing to embrace change are key components to success in business development.Fiat Wealth ManagementConnect with CooperContact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: The Significance of Processes for the Back Office of Advisory Firms - Ep. 10 Katelyn GrahamWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. Today’s guest is Katelyn Graham. Katelyn is the founder of The Admin Effect, a company dedicated to helping financial advisors streamline their operations and create efficient back-office processes. With over a decade of experience in financial services, Katelyn has a passion for training teams, optimizing systems, and driving operational excellence. In this episode of The Advisor Summit Podcast, Katelyn discusses her journey from working in the operations side of a large IMO to founding The Admin Effect. She talks about how her personal experiences and challenges shaped her path and why having the right operational systems in place is critical to scaling a financial advisory practice. Here’s an overview of the key points discussed:Key Takeaways:Operational Excellence is Key: Katelyn explains how efficient back-office operations are essential to a financial advisory firm’s success and growth.Empowering Teams: She emphasizes the importance of providing proper training to ensure team members can effectively support both advisors and clients.Client-Centered Processes: Katelyn highlights the need to keep the client experience front and center, even while focusing on internal operations.Tackling Inefficiencies: She shares how streamlining new business processes can improve team morale and client satisfaction.Balancing Technology and Personal Touch: Katelyn discusses the importance of maintaining personal connections with clients, even as technology and AI streamline many operations.At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.The Admin Effect websiteConnect with KatelynContact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: Grow Your Team By Knowing Your Team - Ep. 9 Christina GilbertWelcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. Today's guest is someone whose name carries serious weight in the world of advisor development, Christina Gilbert. As an advisor development coach, Christina has made it her mission to help financial business owners break through barriers, align their teams, and build firms that are both high-performing and future-focused. With experience as a financial advisor herself, Christina brings unmatched empathy and insight to her coaching. Her work with advisors spans digital strategy, marketing, and practice management, all backed by frameworks from Strategic Coach, EOS, StrengthsFinders, and DISC. She's also a self-proclaimed technology junkie who knows how to turn systems into serious growth engines, streamlining planning, boosting accountability, and transforming how advisory teams operate from the inside out. Christina's leadership is powerful, practical, and deeply respected across the industry. And today we're lucky to have her here.Key Takeaways from this episode:Clear Expectations Lead to Faster Growth: Christina discusses the importance of setting clear expectations in both professional and personal environments. Being transparent and clear is key to helping your team succeed and grow.Delegation as a Growth Strategy: She emphasizes that as financial advisors grow their practices, delegating tasks and responsibilities is essential. Delegation helps create a stronger, more efficient team and allows advisors to focus on leadership and business development.Building a Strong Team Culture: Christina shares the significance of understanding your team dynamics and how to leverage individual strengths. Hiring for culture fit and setting up proper expectations are essential for team success.The Role of Technology: She highlights how tools like project management software can significantly improve team communication, accountability, and efficiency. Christina suggests using tools like Monday.com or Basecamp to help track tasks, goals, and team performance.The Importance of Vulnerability in Leadership: Christina encourages leaders to lean into vulnerability and authenticity within their teams. Being genuine and fostering real connections strengthens trust and increases productivity within the firm.At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Connect with Christina:Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: The Great Mentor to Great Men: Dick Foth - Episode #8Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising.Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.Today's guest is Dick Foth. Dick is a legendary mentor and leader, having served as a college president, life coach, and trusted advisor to countless individuals, including politicians, business leaders, and many others. A grandfather to 12 and a great-grandfather to five, Dick's life has been filled with wisdom and experience. He has dedicated much of his career to mentoring great leaders, including the host's father, and continues to inspire those around him through his storytelling and leadership.In this episode of The Advisor Summit Podcast, Dick Foth shares his incredible journey and insights on leadership, mentorship, and building relationships. Here’s an overview of the key points discussed:A Life of Mentorship: Dick reflects on his life’s work, including his role as a mentor to some of the most influential people in politics and business. He shares why he values the title of "friend" above all others and how relationships have shaped his approach to leadership.Leadership and Longevity: Dick discusses what makes a leader last over the decades. He highlights the importance of service, sacrifice, and asking the right questions, and why great leaders focus on their people rather than seeking fame or recognition.The Power of Storytelling: One of Dick’s core values is the power of stories. He explains how stories connect us to each other, create trust, and invite us to be vulnerable. He encourages everyone to view themselves as walking books filled with valuable life lessons.Building Relationships: Drawing from his personal experience, Dick shares the significance of cultivating genuine relationships, especially in a world that often prioritizes speed over depth. He emphasizes that leaders who foster deep connections are the ones who thrive.The Role of Questions in Leadership: Dick talks about how asking meaningful, open-ended questions is a cornerstone of leadership. He believes great leaders create environments where people can share their stories, allowing for growth, understanding, and genuine connection.Dick Foth's WebsiteConnect with Dick FothAt Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: Every Role Matters for a Firm’s Growth - Episode #7: Colleen RobbinWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising. Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.Today's episode we have Colleen Robbin with us. Colleen plays a vital role in ensuring the seamless operation of Oxford, overseeing the key functions that keep the company running efficiently. With a keen eye for detail and a strategic mindset, she collaborates closely with Advisors to develop and implement long-term operational strategies that align with the firm’s objectives.Her expertise in process optimization, resource management, and organizational efficiency helps drive continuous improvement and operational excellence. By fostering strong internal systems and enhancing workflow efficiencies, Colleen ensures that Oxford remains agile, responsive, and well-positioned for sustained growth. Her dedication to innovation and strategic planning makes her an invaluable asset to both the team and the clients they serve.In this episode of "The Advisor Summit," Colleen Robin shares her journey to becoming the Director of Operations at Oxford Retirement and Estate Planning, offering valuable insights into career transitions and leadership in the financial advisory industry. Here's an overview of the key points discussed:Versatility in Small Firms: Success in boutique financial advisory firms often requires wearing multiple hats and being willing to take on diverse responsibilities.Continuous Learning: Adapting to a new industry, like financial services, requires a proactive approach to learning, including leveraging online training and seeking help from colleagues.Innovative Approaches: The "Dare to Retire" concept demonstrates how unique, passion-driven ideas can transform a firm's approach to client services and retirement planning.Team Collaboration: Effective teams in financial advisory firms benefit from members who can cross-train and support each other across different roles.Leadership Development: Aspiring to higher leadership roles in financial advisory firms involves expanding one's skill set, particularly in areas like financial management and data analysis.Connect with ColleenOxford Retirement & Estate PlanningAt Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: How Metrics Transformed Our Business Strategy - Anthony SaccaroWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising.Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.Today's guest is Anthony Saccaro. Anthony is the President and CEO of Providence Financial, a firm focused on providing income solutions for retirees. With over 25 years in the financial industry, Anthony has grown his firm from humble beginnings of door-to-door sales to mentoring and training a team of successful advisors. He shares his journey of growing his business, managing a team, and the lessons he's learned along the way.In this episode of The Advisor Summit Podcast, Anthony Saccaro discusses his journey from a door-to-door insurance salesperson to the CEO of a successful financial firm, Providence Financial. He talks about the importance of systems and processes, metrics, and how a business owner mindset helped him scale his practice. Here’s an overview of the key points discussed:The Early Days: Anthony shares how he got his start in the financial industry, knocking on doors, making cold calls, and learning the ropes of sales. His persistence and “go-getter” attitude were key to his early success.The Importance of Processes: Anthony talks about how building processes was critical to growing his firm. From client intake procedures to tracking metrics, he emphasizes the importance of having systems in place to scale efficiently.Growth and Team Development: Anthony reflects on how he transitioned from working solo to running a growing firm. Hiring employees, creating systems, and training advisors were all part of the process that allowed him to scale and continue growing.The Power of Metrics: As a process-driven leader, Anthony discusses how the introduction of metrics and data-driven decision-making has helped his firm thrive. He talks about the partnership with Track That Advisor and how it’s enabled him to make better decisions, refine processes, and track marketing methods effectively.Disqualifying Clients: A key takeaway is Anthony’s shift in mindset about disqualifying clients earlier in the sales process. He shares how refining his approach to qualifying prospects has improved his firm’s closing ratios and saved time.Tracking Marketing Effectiveness: Anthony highlights the importance of tracking the results of marketing efforts. By using data to assess which marketing methods are working, he was able to make more informed decisions, such as canceling a costly radio show that wasn’t generating returns.Visit Anthony's websiteAt Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: Data Trends in Major Marketing Funnels From 2019 to 2024 (Part 1) - Episode 5 Erica Pauly and Molly PierceWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising.Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.Today's guest is Erica Pauly. Erica graduated from Colorado State University with a Bachelor's Degree in Rhetoric and Composition. She is an avid runner who enjoys running half marathons and the occasional full marathon. She resides in Gilbert, AZ with her husband (Brent) of 15 years, son (Triston), and daughters (Fiona and Eden).In this episode of The Advisor Summit Podcast, Erica Pauly joins us to discuss her extensive study on marketing funnels from 2019 to 2024, exploring the effectiveness of various marketing strategies such as seminars, radio, TV, and more. Here’s an overview of the key points discussed:Data-Driven Insights: Erica shares insights from a large-scale study tracking marketing funnels over the past five years, offering valuable lessons for financial advisors looking to understand long-term trends in their marketing strategies.ROI Consistency: One of the biggest takeaways is that all marketing funnels, including newer channels like TV, have consistently delivered positive ROI every year from 2019 to 2024, dispelling myths about the inefficacy of certain channels.Dinner Seminars: Erica discusses the fluctuating results of dinner seminars, particularly with the rise and fall of average case sizes and conversion rates. Despite some volatility, dinner seminars have maintained a positive ROI, though advisors must stay flexible and adapt based on shifting demographics and trends.Radio's Steady Performance: Radio has proven to be a reliable marketing tool, with its ability to build trust and connect with a loyal audience. Erica explains why radio continues to perform well, highlighting its steady ROI and strong conversion rates.TV as a Maturing Funnel: Although TV has been considered a bit of a wild card, Erica talks about its maturation as a viable marketing funnel, especially with its growing average case sizes. She also emphasizes the need for advisors to be prepared for the higher upfront costs associated with TV marketing.Strategic Funnel Integration: Erica stresses the importance of using multiple marketing funnels in a cohesive strategy. Instead of isolating each funnel, she advocates for an integrated approach where different channels feed into one another, helping advisors make more informed decisions and optimize their marketing efforts.At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: The Importance of Marketing for Financial Advisors - Ep #4: Lauren HongWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising. Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.Today's guest is Lauren Hong. Lauren Hong founded Out & About Communications in 2013. She has grown the agency to a team of 25+ and a client base of dozens of firms across the country. Focused exclusively on financial services, Lauren has consulted with firms ranging in size from $250M to $22B in AUM to grow, scale, and leverage marketing as a strategic asset. Today she spearheads the strategic direction and business development of Out & About, while leaning into the industry to pay it forward.In this episode, Lauren, a marketing expert with 12 years of experience in the financial advisory industry, shares insights on marketing challenges, trends, and strategies for financial advisors. She discusses the evolution of marketing in the industry, the importance of differentiation, and the balance between leveraging technology and maintaining a human touch in client relationships.Key Takeaways:Personalized Marketing: Understanding and targeting specific client avatars (e.g., physicians) is crucial for effective marketing in financial advisory services.Digital Presence Basics: Having a professional website, LinkedIn company page, and Google My Business listing are fundamental for establishing a digital footprint.Content Strategy: Webinars, in-person seminars, and LinkedIn are effective channels for reaching potential clients, with the specific mix depending on the target audience.Brand Identity: Developing a cohesive brand identity and guidelines is essential for consistent and effective marketing across all platforms.Human Touch in AI Era: While AI offers automation benefits, maintaining the human aspect of wealth management is increasingly important to stand out in an automated world.Connect with LaurenLauren's WebsiteAt Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: How to Effectively Transition Roles in an Advisory Firm - Episode #3: Allyson BraunWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising. Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.Today's guest is Allyson Braun. Allyson is an experienced leader with a strong passion for supporting the team members at Merkle Retirement Planning in setting and reaching their goals, acquiring new skills, and forming connections with each other, as well as with the families and individuals they serve. Having worked in nearly every role within the company, from client servicing to the creative team, she has gained valuable insights into assisting team members in their growth and in delivering an exceptional experience for pre-retirees and retirees.In her role as Chief Operating Officer, Allyson is dedicated to creating an outstanding work environment at Merkle Retirement Planning, where team members feel appreciated and understand the vital role they play in helping families and individuals we serve live out their retirement vision.In this episode of "The Advisor Summit Podcast," Allyson Braun shares her journey from operations specialist to COO of Merkle Retirement Planning, offering valuable insights into leadership and career growth in the financial advisory industry. Here's an overview of the key points discussed:Career Evolution: Ally details her progression from handling various operational tasks in a small financial advisory firm to becoming the COO, highlighting the importance of versatility in small business environments.Transition Challenges: Ally discusses the difficulties of transitioning from a peer to a leadership role, especially during the COVID-19 pandemic, and how it affected workplace dynamics.Leadership Development: Ally emphasizes the distinction between management skills (clear communication, organization) and leadership qualities (relationship building, non-reactionary responses), and how she developed these over time.Work-Life Balance: Ally reflects on the impact of becoming a parent on her professional outlook, showcasing how it led to better prioritization and delegation of tasks.Creating a Safe Environment: Ally describes her approach to leadership, focusing on being non-reactionary and creating a safe space for team members to voice concerns and seek support.Connect with Allyson BraunMerkle Retirement PlanningAt Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: Are You Stepping Over Gold By Ignoring Referrals? - Ep #2: Erica PaulyWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising. Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.Today's episode we have our very own Erica Pauly joining us. Erica graduated from Colorado State University with a Bachelor's Degree in Rhetoric and Composition. She is an avid runner who enjoys running half marathons and the occasional full marathon. She resides in Gilbert, AZ with her husband (Brent) of 15 years, son (Triston), and daughters (Fiona and Eden).When she's not staring at, and analyzing, data sheets she can be found outside while homeschooling her three children. She believes that nature and literature are the best teachers of all and that play, wonder and curiosity are the baseline to growth understanding, problem solving and work ethic (after all, that’s how Track That Advisor began in the first place…a healthy dose of wonder and curiosity). The Pauly's are active members of their local church and have a huge heart for missions, both overseas and local.In this episode of "The Advisor Summit", Erica Pauly shares insights on the importance of referrals in the financial advisory industry. She discusses why referrals often get overlooked as firms grow, creative ways to generate referrals, and the role of referrals in funding larger marketing strategies. Erica also touches on the effectiveness of high-cost marketing strategies like TV and radio, and common mistakes businesses make when pursuing these avenues.Key Takeaways:Referral Consistency: Maintaining a consistent, compliant referral program is crucial, even when results vary. Automation and regular events can help keep referrals flowing.Client-Centric Approach: Understanding your client avatar and tailoring referral events to their interests can lead to more successful outcomes.Balanced Growth Strategy: Aim for 30-40% of business to come from referrals and existing clients, as this can fund higher-cost marketing initiatives.Realistic Expectations: High-cost marketing strategies like TV and radio can be effective but often require patience and realistic expectations for return on investment.Data-Driven Decision Making: Utilizing industry benchmarks and aggregate studies can help set realistic goals and evaluate the effectiveness of different marketing strategies.At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Molly PierceConnect with Erica Pauly

The Advisor Summit Podcast: Know the Role in the Firm: CEO or Advisor - Ep. 1 Brad GottoWelcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising. Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.Today's guest is Brad Gotto. He was born and raised in Iowa and is a lifelong Hawkeyes fan. He married his high school sweetheart, Christy, and together they have two children, Liam and Hudson. Initially, he pursued a path in ministry, serving as a youth pastor for 18 months, but eventually shifted to a career in finance. He joined Ameriprise in 2006 and discovered a passion for helping people with their finances. In 2009, he launched Fiat Wealth Management but later sold his shares and worked as a wholesaler. In 2020, he re-established Fiat Wealth Management after buying back his shares. This journey reflects a blend of personal growth, faith, and professional evolution.In this episode, Brad shares his unconventional journey in the financial advisory industry, starting from a big-box firm to becoming the sole owner of Fiat Wealth Management, an independent RIA. Brad reflects on his career transitions, including his time in the FMO world, and how those experiences shaped his approach to running a successful financial advisory business.He emphasizes the importance of being a strong business owner, leveraging data, and building long-term strategies to ensure sustainable growth. Brad also provides valuable insights into selecting FMOs as business partners and the role of data in scaling an advisory firm.Key Takeaways:Business Ownership MattersAdvisors often fail because they focus solely on advising rather than learning how to run a business effectively. Brad’s time in the FMO world gave him a "PhD" in entrepreneurship.Choosing FMOs WiselyFMOs are critical business partners, but advisors should select based on long-term alignment with their business needs—not shiny objects or short-term incentives.Long-Term Vision Over Short-Term GainsA five- to ten-year mindset is essential for sustainable growth. Shiny objects may offer quick wins but rarely provide lasting value.Leverage Data EarlyData is vital for scaling efficiently, especially as firms approach $500M to $1B in assets, where inefficiencies can derail growth.Build Systems Before Complexity HitsEstablishing processes early ensures scalability and prevents firms from becoming overwhelmed as they grow larger.Connect with BradBrad's WebsiteAt Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Erica PaulyConnect with Molly Pierce

Welcome to The Advisor Summit, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising. Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports.Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive.With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success.Contact us at: [email protected] with Erica PaulyConnect with Molly Pierce