Description

In this episode of the Sea Captain Leadership Podcast, Phil Bender sits down with Molly Pierce of Track That Advisor — a marketing analytics and benchmarking platform built specifically for financial advisors.

Many advisors are collecting data but still unsure what it actually means. This conversation focuses on bringing clarity, structure, and accountability to marketing decisions.

In this episode, we discuss:

• What Track That Advisor does — and how to explain it in simple terms
• The biggest gaps in how advisors approach marketing analytics today
• Why benchmarking against industry norms matters
• The difference between dashboards and true insight
• When DIY tracking systems start to break down
• The first quantitative and qualitative wins advisors notice
• How analytics and coaching together drive sustainable growth
• Why the Sea Captain Performance + Track That Advisor partnership creates stronger alignment between strategy and execution

If you’ve ever wondered whether your marketing is actually working — or how your efforts compare to your peers — this episode offers a practical roadmap for turning data into informed decisions.

Connect with Phil Bender

LinkedIn

Sea Captain Performance Website

Connect with Molly Pierce:

Email: Molly@TrackThatAdvisor.com

Track That Advisor Website

LinkedIn