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In this episode, Ashley is joined by Molly Pierce, CEO of Track That Advisor, for a conversation about the story behind an advisory firm’s numbers. Molly talks about why data does not have to feel cold or complicated. It can show advisors what is working, what is getting missed, and where the client experience may be breaking down.

Ashley and Molly also talk about the human side of tracking, including why looking at the numbers can feel personal, how technology can create more room for connection, and why real human touch still matters in financial advice.

For advisors who track the numbers but still want the client experience to feel personal, this conversation offers a different way to look at what your data may be telling you.

Episode Highlights:

• Why advisor data tells a story beyond clicks, registrations, and ROI
• What can happen when firms track the full path from prospect to funded client
• How data can reveal where prospects are losing momentum between meetings
• Why human follow-up still matters, even when automation makes the process easier
• The difference between tracking everything and tracking the numbers that actually move the business
• Why the client experience may be hiding inside the numbers you already have

RESOURCES AND GUEST INFORMATION

Molly Pierce is the CEO of Track That Advisor, where she helps financial advisors turn data into one of their greatest competitive advantages. Her focus is helping advisors & their teams move beyond guesswork and make confident, data-backed decisions that create sustainable success. Known for blending strategy with real-world execution, Molly is passionate about helping advisors uncover the story behind their numbers and use that insight to build stronger, more profitable businesses. She plays a key role in shaping Track That Advisor’s national benchmarking studies, advisor growth initiatives, and partnerships across the financial services industry. She also hosts conversations with the industry’s top leaders through her podcast The Advisor Summit, where she brings practical, tactical, and analytical insights to advisors looking to grow smarter. When she’s not working with advisors and industry partners, Molly is focused on helping her husband build & run his businesses and raising her two young, fun, & wild mullet headed boys.

Connect with Molly Pierce:

• LinkedIn
• Email: hello@trackthatadvisor.com
• TTA Benchmarking Guide

Connect with Host Ashley Quamme:

• Podcast Website: https://www.planningandbeyond.com
• LinkedIn: https://www.linkedin.com/in/ashley-quamme
• Beyond the Plan®: https://www.beyondthefp.com
• Monthly Newsletter: https://www.beyondthefp.com