What We Offer
The Advisor’s world is a messy one. With mailings, meetings, follow-ups, tracking, and getting business issued, it’s easy to get lost in the mess of things. Often times it’s hard to see the forest through the trees. Track That Advisor exists to eliminate the mess by bringing clarity, focus and your company statistics to the table.
We Do
We Don't Do
- We allow you to stay out of day-to-day operations so you can focus on selling and closing.
- We hold your team accountable to tasks on their plate.
- We bring you the whole picture of your company, so you can make calculated decisions on where to spend money.
- We assist in minimizing the age-old question: “Where did that lead end up?”
- We help identify your most profitable marketing efforts and what areas need more focus.
- We compare all your company data with the industry average so you know where you stand compared to other advisors.
- We help you set goals and create a plan on how you will achieve them.
We’ve been in this industry for nearly a decade
Track That Advisor advises on over 1 billion dollars of Annuity and AUM business. Coaching calls include a wealth of knowledge about current trends, ROI averages and problem solving ideas for areas of weakness due to working with Advisors nationwide.
You, as a business owner should not be spending (wasting) your time analyzing your books and marketing strategies, you should be focused on selling and closing. You also shouldn’t be paying someone in your office who is designated to be working on day-to-day operations and future planning. Allow them to stay present and future focused. We are here to look back and see where you can go from there.