The Advisor Summit Podcast

Molly

Welcome to The Advisor Summit Podcast, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising. Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.

  1. 6d ago

    Data-Backed Advisor Industry Benchmarks For Firm Sizes of $1M to $120M+ of New Assets Per Year

    Data-Backed Advisor Industry Benchmarks For Firm Sizes of $1M to $120M+ of New Assets Per Year with Erica Pauly | Track That Advisor Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. In this episode, we speak with Erica Pauly to unpack one of the industry's most requested research projects: national benchmark averages broken down by advisory practice size. Rather than comparing solo advisors to $300M-producing enterprises, Erica reveals what the data actually says about firms at every stage of growth. They explore how marketing funnels evolve, why average case size increases as practices mature, where smaller firms struggle most, and what separates the industry's largest advisory practices from everyone else. Key Takeaways: Practice size changes averages—not the fundamentals. While larger firms produce bigger numbers, the underlying business model remains remarkably consistent. Success comes from executing the fundamentals better, not reinventing the business. Smaller firms struggle most with closing higher-net-worth prospects. The data shows that smaller practices can attract affluent clients but often lack the sales processes and confidence needed to convert them into clients, particularly after dinner seminars. Marketing should be diversified, not dependent on one source. Healthy practices consistently balance referrals, live events, stable marketing funnels, and room for testing new ideas rather than relying on a single lead source. The biggest firms simplify instead of chasing trends. Once firms surpass roughly $100–120 million in annual production, their marketing becomes surprisingly traditional—focusing on referrals, radio, workshops, and dinner seminars rather than constantly pursuing new tactics. Small improvements compound into massive growth. Erica explains her "5% Rule," encouraging advisors to improve one or two key metrics incrementally instead of attempting complete business overhauls. Timestamps: 0:12 – Why practice-size benchmarks matter for financial advisors 3:50 – The biggest surprises from the benchmark study 7:11 – What a healthy marketing mix looks like at every practice size 11:09 – Why smaller firms struggle with higher-net-worth clients 17:35 – When advisory firms begin operating differently 19:15 – Why average case size increases as firms grow 24:29 – Marketing myths, referrals, and overlooked growth opportunities 31:30 – Building stronger client relationships to attract affluent households 35:59 – The 5% Rule: improving your practice without overhauling everything 39:52 – The three numbers every advisor should benchmark today Resources mentioned: Our Resource Center: https://trackthatadvisor.com/the-10-billion-library/ ⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports. ⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive. ⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success. Contact us at: hello@trackthatadvisor.com Connect with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/

    Data-Backed Advisor Industry Benchmarks For Firm Sizes of $1M to $120M+ of New Assets Per Year

  2. Jul 21

    Build the Best, Not the Biggest: Joe Schmitz on Marketing, Leadership & Scale

    The Advisor Summit Podcast: Build the Best, Not the Biggest: Joe Schmitz on Marketing, Leadership & Scale Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. In this episode of The Advisor Summit, we are with Joe Schmitz Jr., CFP®, CKA®, Founder of Peak Retirement Planning, to discuss what it really takes to build a scalable advisory firm. From creating multiple marketing funnels and growing one of the industry's largest YouTube channels to hiring A+ talent and building a culture of excellence, Joe shares the systems, mindset, and leadership principles that have fueled Peak Retirement's rapid growth.  Key Takeaways: Marketing is the foundation of growth. Joe explains why Peak Retirement considers itself a marketing business before a financial planning business, arguing that advisors can't serve more people if they don't consistently attract new clients. The best marketing starts with a clear niche. Rather than trying to appeal to everyone, Joe shares how Peak Retirement intentionally built its brand around serving the "Midwestern Millionaire" and "2% Club."  Scaling requires systems, patience, and leadership—not shortcuts. From hosting hundreds of educational workshops before launching YouTube to building multiple marketing funnels over time, Joe emphasizes that long-term success comes from consistency, not chasing the latest trend.  Culture is built by holding high standards. Joe discusses how Peak Retirement hires selectively, coaches constantly, and embraces difficult conversations to maintain excellence. His philosophy is simple: "good enough" isn't good enough if you want to build a truly exceptional advisory firm. Growth starts with knowing what you actually want. Before focusing on scaling, Joe encourages advisors to ask whether they truly want to lead a larger organization.  Timestamps: 0:00 Joe's journey and the vision behind Peak Retirement 2:58 Why Peak Retirement is a marketing business first 4:41 The Five Pillars of comprehensive retirement planning 10:01 Scaling beyond referrals and building marketing funnels 15:20 Why Joe believes 90% of advisors shouldn't do YouTube 18:58 Using niche messaging to attract ideal clients 23:45 Evaluating marketing channels and avoiding shiny objects 26:57 Hiring A+ talent and creating a culture of excellence 36:06 Joe's advice for advisors who want to scale 42:03 Final thoughts: Trust the process and stay present Connect with Joe:  https://www.linkedin.com/in/joe-schmitz-jr/ Visit Peak Retirement's website: https://peakretirementplanning.com/ Visit Peak Retirement's YouTube channel: https://www.youtube.com/@peakretirementplanninginc. ⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports. ⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive. ⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success. Contact us at: hello@trackthatadvisor.com Connect with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/

    Build the Best, Not the Biggest: Joe Schmitz on Marketing, Leadership & Scale

  3. Jul 7

    Financial Behavior Specialist Shares Knowledge To Better Communicate with Clients

    The Advisor Summit Podcast: Financial Behavior Specialist Shares Knowledge To Better Communicate with Clients with Ashley Quamme Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. In this episode, we're joined by Ashley Quamme, Chief Behavioral Officer and Founder of Beyond the Plan, to explore why emotions, communication, and behavioral psychology are becoming some of the most valuable tools in an advisor's toolkit. Ashley shares how advisors can better understand client behavior, navigate difficult conversations, strengthen client relationships, and ultimately help clients make better financial decisions.  Key Takeaways: Financial planning is about people just as much as numbers. Technical expertise is essential, but understanding the emotions, motivations, and behaviors behind financial decisions is what creates lasting client relationships. Curiosity leads to better conversations. Asking thoughtful, open-ended questions helps advisors uncover the deeper "why" behind a client's goals, fears, and financial decisions, leading to more personalized advice. Money behaviors are often driven by emotions. What clients say or do on the surface is often only part of the story. Learning to recognize the emotional drivers behind financial behaviors allows advisors to better serve their clients. Trust is built through communication, not just expertise. Clients want to feel heard and understood before they care about recommendations. Active listening, empathy, and validating concerns are just as important as technical knowledge. Behavioral skills can be learned and developed. Great communicators aren't born—they're made. Advisors who intentionally improve their communication and behavioral coaching skills can create stronger client relationships and better long-term outcomes. Timestamps: 0:47 Welcome & Ashley's Background 5:24 From Therapy to Behavioral Finance: Why Understanding People Matters 10:46 Why Retirement and Money Decisions Are Driven by Emotion 14:36 The Iceberg Model: Understanding What Clients Don't Say 20:51 Margaret's Story: Uncovering the Real Reason Behind Financial Decisions 26:06 Better Questions Lead to Better Client Conversations 28:41 Building Trust Through Empathy and Communication 34:16 Behavioral Skills Every Advisor Can Develop 42:41 Beyond the Plan, the Planning & Beyond Podcast, and Ashley's Work 43:41 Final Thoughts & Ashley's Personal Goal Connect with Ashley: https://www.linkedin.com/in/ashley-quamme/ https://www.planningandbeyond.com/ https://www.beyondthefp.com/ ⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports. ⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive. ⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success. Contact us at: hello@trackthatadvisor.com Connect with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/ Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

    Financial Behavior Specialist Shares Knowledge To Better Communicate with Clients

  4. Jun 22

    America’s Financial Educator Derrick Kinney: The Real Formula for Advisor Growth

    The Advisor Summit Podcast: America’s Financial Educator Derrick Kinney: The Real Formula for Advisor Growth Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. In this episode, Derrick shares why most advisors sound exactly like everyone else, how to uncover the real pain points prospects care about, and the simple messaging framework that's helping advisors attract $3M–$10M prospects.  From mastering first meetings to building stronger referral relationships, this conversation is packed with practical communication strategies that can transform the way advisors market themselves and grow their businesses. Key takeaways: Prospects don't hire advisors because of products, credentials, or services—they hire advisors who understand their biggest fears and challenges. The advisors who win are the ones who can clearly articulate a prospect's pain point before offering a solution. Saying "I'm a financial advisor" sounds like everyone else. Instead, advisors should describe the specific problem they solve and for whom. The right messaging immediately creates curiosity and opens deeper conversations. Many advisors constantly change their marketing message. Derrick argues that once you find messaging that resonates, you should repeat it consistently. The most successful advisors say the same thing over and over because it continues to attract the right people. One of the biggest mistakes advisors make in first meetings is solving the prospect's problem immediately. Instead, advisors should deepen the conversation, uncover the emotional impact, and help prospects fully understand the consequences of inaction before presenting solutions. People naturally trust specialists more than generalists. Advisors who clearly define their niche, ideal client, and expertise can command higher fees, attract better-fit prospects, and close business more effectively. Timestamps: 0:00 – Introduction 0:51 – Derrick's journey from overcoming adversity to building a top 1% financial planning firm 4:56 – Why advisors must connect with pain before discussing products or services 8:57 – The messaging mistake keeping advisors from attracting ideal prospects 9:39 – Common misconceptions about working with high-net-worth clients 11:55 – How a 24-year-old advisor landed a client by leveraging her age as a strength 14:09 – Why advisors don't need a complete business overhaul to grow 15:19 – The "quarter-turn" philosophy for sustainable business growth 17:18 – Why repetition is one of the most powerful growth strategies 19:35 – The Five and Five Exercise for identifying ideal clients 22:18 – A simple messaging framework for attracting the right prospects 24:29 – How to slow down and build trust in prospect meetings 26:57 – The most important question to ask in a first meeting 28:49 – Why advisors should stir problems instead of solving them immediately 31:43 – Positioning yourself as a specialist instead of a generalist 35:58 – How to identify where your ideal clients spend their time 37:10 – The power of owning 7–10 seconds when explaining what you do 39:38 – Marketing mistakes advisors make when copying others 40:53 – Building strategic COI relationships that actually generate referrals 43:12 – Why high-touch relationships still outperform high-tech tactics 44:34 – The specific problem Derrick solves for advisors 47:26 – Derrick's personal goal: creating a legacy for his entrepreneurial children 50:14 – Where to connect with Derrick online Connect with Derrick: https://www.linkedin.com/in/derrickkinney/ https://www.instagram.com/derrickkinney/ https://www.successforadvisors.com/ https://www.gettheraiseyouwant.com/ ⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports. ⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive. ⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success. Contact us at: hello@trackthatadvisor.com Connect with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/ Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

    America’s Financial Educator Derrick Kinney: The Real Formula for Advisor Growth

  5. Jun 9

    Why Seminar Marketing Still Wins: Data, Discipline & the 6-Event Rule

    The Advisor Summit Podcast: Why Seminar Marketing Still Wins: Data, Discipline & the 6-Event Rule with Greg Bogich Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. In this episode, we sit down with Greg Bogich, CEO of AcquireUp, to discuss why seminar marketing continues to be one of the most effective growth channels in financial services and why many advisors struggle to build a repeatable growth engine. Greg shares insights from thousands of seminar campaigns, explains the power of combining direct mail and digital marketing, and reveals why consistency—not one-off events—is what separates top-performing advisors from everyone else. Key Takeaways: Growth comes from systems, not one-off marketing tactics. The most successful advisors treat seminars as a repeatable growth engine rather than isolated events. Consistency is the biggest predictor of seminar success. AcquireUp sees retention rates above 99% among advisors who complete six seminars because the ROI becomes clear over time. Direct mail is far from dead. Despite the growth of digital marketing, direct mail response rates have remained remarkably consistent for over 15 years. The quality of attendees matters more than attendance numbers. Successful advisors focus on asset levels, readiness, age, and ideal client fit—not simply filling seats. Data should drive every marketing decision. Marketing is a discipline, not a gut feeling. The best advisors test, measure, learn, and continuously optimize. Timestamps: 00:00 Intro 00:42 Meet Greg Bogich & AcquireUp 02:00 Why most advisors struggle to grow 03:30 The surprising 10% statistic 04:35 What top-performing seminar advisors do differently 06:20 The data advisors should be tracking 08:10 Why direct mail still works 10:05 The ROI behind seminar marketing 12:10 The coming wealth transfer challenge 14:20 Why seminars fail after the room is full 16:35 What makes AcquireUp different 18:35 How many seminars should advisors run? 20:45 The hottest seminar topics today 22:50 The biggest marketing mistake advisors make 25:05 Marketing should be data-driven 26:20 Greg's goals for 2026 Resources Mentioned: AcquireUp University An educational training platform that includes: Seminar presentation training Opening and closing techniques Recorded presentations from top-performing seminar presenters Follow-up best practices LeadJig AcquireUp's advisor-facing platform that helps advisors understand who is attending seminars before they present. https://www.acquireup.com/technology Connect with Greg: https://www.linkedin.com/in/gregbogich/ Visit AcquireUp: https://www.acquireup.com/ ⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports. ⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive. ⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success. Contact us at: hello@trackthatadvisor.com Connect with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/ Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

    Why Seminar Marketing Still Wins: Data, Discipline & the 6-Event Rule

  6. May 26

    Dinner Seminars Are NOT Dead — We Have the Data to Prove It

    The Advisor Summit Podcast: Dinner Seminars Are NOT Dead. We Have The Data To Prove It with Erica Pauly Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. In this episode, we speak with Erica Pauly about all things dinner seminars. Dinner seminars are one of the most debated marketing funnels in the financial advisor industry right now. Some advisors swear they’re outdated. Others claim they don’t work anymore. But according to the latest data from Track That Advisor, dinner seminars are still generating some of the highest-net-worth prospects in the industry — and still account for roughly 13–15% of total new business year after year. Key Takeaways: Dinner seminars still work They continue to generate 13–15% of advisor business and remain a powerful marketing channel in 2026. Higher-net-worth prospects require longer sales cycles As average case sizes increase, close rates naturally decline because affluent prospects take more time and trust-building. Long-term ROI matters more than first-year ROI Many seminar prospects convert months later, so advisors need to evaluate pipeline growth and year-to-date ROI — not immediate results alone. The best advisors track the right metrics Metrics like stick rates, second appointments, cost-per-set, and follow-up consistency matter more than attendance numbers alone. Personal relationships still outperform automation AI and automation can improve efficiency, but personalized follow-up remains critical for conversions and long-term client trust. Timestamps: 01:58 Why dinner seminars still work 03:42 Rising average case sizes 06:52 Why close rates are declining 08:55 Understanding cost per client 10:50 First-year ROI vs year-to-date ROI 14:05 The importance of pending opportunities 15:20 Why tax seminars perform best 16:20 The rise of customized seminar topics 18:34 AI, automation & declining stick rates 22:35 Educational workshops vs dinner seminars 27:00 Key benchmark metrics advisors should track 30:30 Final advice for advisors in 2026 View all our Track That Advisor Resources here: https://trackthatadvisor.com/resources/client-resources/ ⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports. ⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive. ⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success. Contact us at: hello@trackthatadvisor.com Connect with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/ Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

    Dinner Seminars Are NOT Dead — We Have the Data to Prove It

  7. May 12

    Youtube Expert Shares Secrets for Financial Advisors

    The Advisor Summit Podcast: Youtube Expert Shares Secrets for Financial Advisors with Andrew Murdoch Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. In this episode, we sit down with Andrew Murdoch, Founder of YT Era, to unpack why YouTube may be one of the most underutilized growth channels for financial advisors. Key Takeaways: YouTube is a search engine, not just social media. Andrew explains why advisors should think of YouTube as a long-term authority and discovery platform, not just another social channel. Topic selection matters most. A strong title and thumbnail can help, but the video topic is what ultimately determines whether the right audience clicks and watches. Start with a “Start Here” playlist. Advisors can use client questions, prospect conversations, and AI note-taker transcripts to create a short playlist that builds trust before a first meeting. YouTube strengthens other funnels. Dinner seminars, webinars, referrals, email campaigns, and discovery calls can all become more effective when supported by strategic YouTube content. Views don’t pay the bills, clients do. Advisors need clear calls to action, whether that’s a webinar registration, lead magnet, or discovery call, to move viewers into a real relationship. Show Notes & Citations: 3% of advisors getting clients from YouTube — Broadridge Financial Solutions survey, 2021SEO: $674/client | Radio: $7,855/client | Social media: $11,937/client — Kitces Research, 201960% of clients over 60 require a referral | 17% of clients under 44 require a referral — Ficomm Partners 2024 Consumer Insights Study, as reported by Wealth Solutions Report (July 2024)James Conole / Root Financial ($20K production cost, $120K ad revenue, $120M new AUM, $1.3B AUM) — Kitces Financial Advisor Success Podcast, Episode 445, October 2024OneDigital acquisition of PWL Capital (January 2025, $108B AUM firm) — OneDigital official announcement, January 23, 2025 Show Notes Correction: During the episode, Andrew referenced SEO cost per client as “around $300.” The correct figure from Kitces Research is $674 per client for SEO. The $338 figure refers to client referrals. The broader point remains: SEO is still significantly lower than social media’s reported $11,937 cost per client. Connect with Andrew: https://www.linkedin.com/in/andrewmurdochyt/ YT Era's website: https://ytera.com/ As mentioned in the episode, Andrew is offering listeners access to his Viewer Avatar Template — a resource designed to help financial advisors identify exactly what video topics their audience actually wants and needs. It’s one of the core frameworks his team uses to build effective YouTube strategies for advisors. Access the Viewer Avatar Template here: https://freetemplate.ytera.com/ ⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports. ⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive. ⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success. Contact us at: hello@trackthatadvisor.com Connect with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/ Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

    Youtube Expert Shares Secrets for Financial Advisors

  8. Apr 28

    Use AI Data to Close—Not Just Converse | A Smarter Approach for Financial Advisors

    The Advisor Summit Podcast: Use AI Data to Close—Not Just Converse | A Smarter Approach for Financial Advisors with Liam Hanlon Welcome back to another episode of the Advisor Summit Podcast, where industry innovators and thought leaders come together to elevate the way we serve, scale, and succeed. In this episode, we sit down with Liam Hanlon from Jump to talk about one of the biggest topics in wealth management right now: AI. But this conversation goes far beyond the buzzword. Key Takeaways AI should make advisors more human, not less. Liam explains that the best use of AI is removing admin work so advisors can be more present, more attentive, and more relational in client meetings. Client sentiment matters more than most advisors realize. Jump’s research shows that a client’s emotional state at the start of a meeting can directly impact how open they are to recommendations, planning conversations, and action. The right conversation structure can improve close rates. AI is helping uncover specific behaviors that lead to better prospect outcomes, including what to say, what to avoid, and when certain topics should come up. Most advisors are underusing the AI tools they already have. It is not just about having a note taker. Advisors get the most value when they connect AI across their full tech stack and use it as an operating system, not just a recorder. The future of AI in wealth management is workflow automation. Liam shares that the next frontier is solving operational bottlenecks — including complex processes like end-to-end account opening — in ways that were previously impossible. Key Timestamps and Resources Mentioned:  01:01 – Liam explains what Jump is and the advisor workflow problem it was built to solve 01:32 – Michael Kitces study (2018–2019): Advisors spend only 17% of their day with clients and 9–10 hours/week on admin work 03:02 – Why AI can actually create a more human advisor-client experience 04:03 – Jump internal research: ~60% of advisors save 1–3 hours per day, and most reinvest that time into revenue-generating activities 06:27 – What Jump is learning from advisor conversation data 07:56 – Jump research: Client sentiment is driven more by market volatility and macro uncertainty than just market performance 09:18 – One thing advisors can do to improve client sentiment (shift to long-term planning conversations) 11:40 – How Jump creates AI-driven scorecards and conversation coaching 15:48 – Jump study (10,000 conversations): Identifying behaviors that directly impact prospect conversion rates 17:40 – How advisors should think about AI recommendations and conversation guidance 21:40 – Why human review still matters, even with advanced AI 24:09 – What advisors are getting wrong about implementing AI 25:48 – Jump’s broader AI tools beyond note taking 29:42 – 2026 T3 Survey: Jump leads in market share and advisor satisfaction among AI meeting assistants 37:55 – Liam shares what excites him most about the future of AI in wealth management Connect with Liam: https://www.linkedin.com/in/liam-hanlon-52aa60119/ Visit Jump's website: https://jump.ai/ ⛰️At Track That Advisor, we believe that independent financial advisors shouldn’t have to struggle with overwhelming spreadsheets and confusing reports. ⛰️Our mission is to simplify data analysis, providing clear, actionable insights that help advisory firms grow and thrive. ⛰️With years of experience in financial analytics, our team understands the challenges advisors face. We don’t just provide numbers—we provide a roadmap to success. Contact us at: hello@trackthatadvisor.com Connect with Molly Pierce: https://www.linkedin.com/in/molly-pierce-9a9270108/ Connect with Erica Pauly: https://www.linkedin.com/in/erica-pauly-56330219/

    Use AI Data to Close—Not Just Converse | A Smarter Approach for Financial Advisors
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Ratings & Reviews

5
out of 5
3 Ratings

About

Welcome to The Advisor Summit Podcast, the podcast where financial advisors gain analytical insights and tactical strategies from the industry's top minds. Each episode, we bring you exclusive conversations with founders, C-suite leaders, and industry innovators uncovering the trends, tools, and techniques shaping the future of financial advising. Whether you're looking to scale your practice, enhance client relationships, or stay ahead of market trends, The Advisor Summit is your go-to source for expert guidance and actionable takeaways.

Information

  • Creator
    Molly
  • Years Active
    2024 - 2026
  • Episodes
    39
  • Rating
    Clean
  • Copyright
    © 2026 The Advisor Summit Podcast
  • Show Website
    The Advisor Summit Podcast

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