What We Do How We Can Help

Purpose-Driven Insights
Does your data feel disconnected from your firm’s goals? Our approach brings the essential human element to data interpretation and strategy development, offering a personalized touch beyond standard dashboard reporting or automated solutions.

Customized Reporting and Coaching
Seeking solutions that evolve with your firm? Using our industry-leading expertise, we tailor every report and coaching Recommendation to meet and adapt to your firm’s and team’s needs, ensuring you have strategies to drive your success.

Transform Data Into Clear Next Steps
Discover how we can help you elevate your practice and unlock your data’s true potential. We work with leadership and the team to keep data up to date and goals on track.

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.

What We 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.

What We Don't Do

We are not CPAs, all in-house financial suggestions must first go through, and be approved, by your CPA to ensure all legal standards and restrictions are being met.
We do not do QuickBooks or insert financial data. This must be done by your office or a third party.
We do not provide or create legal documents for you to provide to your CPA.
Our analysis is an observation of trends, suggestions and ideas, not guaranteed to increase sales.