The Advisor Summit Podcast: Track That Advisor Solutions for All Financial Advisors | Molly & Erica
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, 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 flow - 3. 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: hello@trackthatadvisor.com
Connect with Molly Pierce
Connect with Erica Pauly
