The $10 Billion Library:
Actionable strategies your audience can implement immediately.
Molly Pierce and Erica Pauly help financial advisors stop making business decisions based on assumptions—and start leading with data.From keynote stages to breakout sessions, we deliver high-impact presentations built around the metrics, benchmarks, and growth strategies that actually move firms forward.
The TTA Top 5 Metrics Every Advisor Should Know
The numbers that reveal what’s really driving growth
Most advisors know their production—but very few know the numbers behind it.
This presentation breaks down the five core metrics every advisor should be tracking to understand what’s working, what’s leaking, and where the biggest opportunities exist.
Attendees will learn how to identify hidden inefficiencies, improve close rates, increase profitability, and create a business that grows with intention—not guesswork.
Audience Takeaways:
- The 5 most important advisor growth metrics
- How to identify breakdowns in the client journey
- Where marketing dollars are actually winning (or wasting)
- How to improve stick rate, close rate, and client profitability
- How top-performing firms use data to scale faster
Industry Benchmarks: What Top Advisors Are Doing Differently
National data that helps firms benchmark smarter
What should your RSVP rate be? Your cost per client? Your seminar close rate?
This session pulls from national benchmark studies only conducted by Track That Advisor across thousands of advisor marketing events and billions of dollars in advisor data to help attendees compare their firm against what top performers are doing right now.
Instead of wondering if your numbers are “good,” advisors leave knowing exactly where they stand—and what to do next.
Audience Takeaways:
- National benchmark averages across marketing funnels + advisor growth
- How top-performing advisors outperform the average
- Benchmarking by marketing channel and event type
- Where firms overspend and underperform
- How to use benchmark data to drive better decisions
Include smaller supporting topics like:
Data Storytelling for Financial Advisors
Seminar Marketing That Actually Produces ROI
Quiet Referral vs. Expensive Funnels
How to Build a Benchmark-Driven Business
Tracking Your Trek: Building Your Annual Data Story
Molly Pierce
CEO of Track That Advisor
Molly helps financial advisors, enterprises, and strategic partners turn data into growth decisions.
Known for her ability to simplify complex advisor metrics into actionable strategy, she works directly with firms to improve marketing performance, increase profitability, and scale smarter using benchmark-driven insights.
She leads strategic partnerships, advisor growth initiatives, and national speaking engagements for Track That Advisor. She is also the host of The Advisor Summit which was recently listed on the Kitces Top 23 Podcast List.
Erica Pauly
Founder of Track That Advisor | Author of Tracking Your Trek
Erica is widely recognized as one of the leading voices in data storytelling for financial advisors.
Since founding Track That Advisor in 2015, she has helped hundreds of advisors understand the true story behind their numbers—transforming business decisions through metrics, benchmarks, and advisor growth systems.
She is the author of Tracking Your Trek and the creator of some of the industry’s most widely used advisor benchmarking studies.
Let’s Build a Session Your Advisors Will Remember
Whether you need a keynote, breakout session, executive workshop, or enterprise advisor training, we create presentations that drive action—not just applause.
Let’s create something your audience will still be talking about after the event.