David Blackston

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.