Services: Your Investment

We have been working with Track That Advisor since 2016. They have become an integral part of our business plan. With their help we are able to easily see the direction our business is headed for the year with clearly defined data. We can analyze the data in real time which is a great benefit giving us the opportunity to make adjustments immediately in our plan. The staff is extremely knowledgeable and eager to assist in developing data sheets that work to meet our specific goals. Track That Advisor is a true business partner because they genuinely care about our business and how they are helping us to succeed.

When we got in touch with TTA I felt like we were at a stopping point with our growth. We wanted to skyrocket our growth but couldn’t do everything we wanted because we didn’t know our numbers. Track that advisor gave us the tools and resources to be able to grow our business making the best decisions for our team, our clients and ourselves. Now that we have those tools and resources we have been able to grow our business to numbers we never thought imaginable.

We have LOVED Track that Advisor! Their expertise in tracking our numbers has made us so much more aware of our process and how we can become more efficient. We can’t say enough good things about their team, their responsiveness, and their expertise in this area. Definitely one of the best investments we have made as a successful, growing firm!

The Track That Advisor software is a critical tool for our business. In addition, their team is extremely helpful and professional; they’re excellent partners. As business owners, we have a consistent pulse on where we are spending money & if it is effective, which offices are producing, how we are performing with our various marketing funnels and also detailed updates when on-boarding new clients’ assets and the appointment setting process. There is an immense amount of data at our fingertips that we can utilize to make the most informed decision possible to achieve our goals.

Track That Advisor’s friendly staff is ready and willing to help whenever my team asks. The TTA team is seriously smart and fully understands my business’s unique needs. The reporting tells us the story that allows us to make calculated decisions. Erica Pauly and her team are a value add to my business.

Track That Advisor takes all the guesswork out of our business and marketing tracking. We get to focus on what we do best, while TTA takes care of tracking our efforts, and analyzing what works… and what doesn’t. Through regular communication and coaching from one of the top in the industry, TTA helps us set obtainable goals, and directs our focus so we achieve those goals. TTA has become a true partner in our success.

Before we met Erica and her team with Track that Advisor we were running our business by the seat of our pants…but since we have Track That Advisor we now have a handle on all of our marketing efforts along with closing ratios by advisors and tracking our leads from the first visit until the final one. This is so helpful as an owner being able to show the advisors where they are doing good and where they need help. A great teaching tool. The staff at Track that Advisors go out of their way to make sure that the reports are matching our needs. I can not imagine a financial planners office not having this tool. I highly recommend and am willing to talk with anyone about how this can be a benefit to your practice. Just ask Erica and her team and they will give you all of my contact information.

Our team uses Track That Advisor’s analytics daily to keep up with open cases, measure the performance of different marketing channels, and make decisions about where to allocate money. It’s a critical piece of our business, and outsourcing has been much easier and thorough than when we did this in house because they provide accountability, show us how we’re doing compared to nationwide benchmarks, and are just better than most of our team at writing spreadsheet formulas.