Track That Advisor

📣 Final call!

We recently announced our partnership with Advisor Guide Marketing for the 2026 Mid-Year Aggregate Study. You don't want to miss this webinar on August 27th!

Join us as we unpack the key findings, discuss what they mean for advisory firms, and explore the trends shaping the industry.

🔗 Register now before registration closes: https://docs.google.com/forms/d/e/1FAIpQLSdmZ-ACVSdBc4B1lJRkGRD4bEyDxoYaM_gStP26YUfSngC_ug/viewform?usp=header

Big news! 🎉

We're thrilled to welcome Advisor Guide Marketing as a partner for the 2026 Mid-Year Aggregate Study.

Together, we'll bring even more insight into the trends, opportunities, and challenges facing today's advisory firms.

The study is underway, and we look forward to sharing the findings on August 27th!

🔗Register today: https://docs.google.com/forms/d/e/1FAIpQLSdmZ-ACVSdBc4B1lJRkGRD4bEyDxoYaM_gStP26YUfSngC_ug/viewform?usp=header

Join Erica Pauly as she shares the latest mid-year aggregate data from advisory firms across the nation. This presentation will highlight the current state of the industry, uncover emerging trends, and provide insights on how to leverage this information for smarter decision-making in the second half of 2026.

Registration Link: https://docs.google.com/forms/d/e/1FAIpQLSdmZ-ACVSdBc4B1lJRkGRD4bEyDxoYaM_gStP26YUfSngC_ug/viewform?usp=header

Register here https://forms.gle/jiSBgMLDC7XHhDfM6

Tracking Your TREK Course-Learn a proven framework to identify growth opportunities and improve decision-making.

We'll help you uncover $3M+ in hidden opportunities, or we'll
refund 100% of your course tuition.*

Registration is NOW Open!

When: September 30 - October 2, 2026
Where: Fort Collins, CO
Click here to see more information and to register:
https://lnkd.in/gvgwnhY7

*$3 Million Guarantee
We'll uncover actionable, achievable strategies worth at least $3 million in annual business opportunities per firm—or we'll provide a full refund.
Eligibility: Applies to firms with 2+ advisors using Classic or 2.0 as their base package. Mutual participation is required, including the timely provision of complete and necessary data to Track That Advisor.
For firms with 1 advisor using TTA Lite or TTS as their base package, a $1 million annual opportunity guarantee applies under the same participation and data requirements.

Over the past year, we've heard from many firms that loved the idea of becoming more data-driven but couldn't justify the travel, hotel costs, or time away from the office required to attend our in-person course.
That's exactly why we created the Track That Advisor Online Course.

We'll help you uncover $3M+ in hidden opportunities, or we'll
refund 100% of your course tuition.*

Registration is open! The next class cohort begins July 20, 2026!
Click here to see more information and to register: https://forms.gle/HFW85LZRvWmYQGEE6

*$3 Million Guarantee
We'll uncover actionable, achievable strategies worth at least $3 million in annual business opportunities per firm—or we'll provide a full refund.
Eligibility: Applies to firms with 2+ advisors using Classic or 2.0 as their base package. Mutual participation is required, including the timely provision of complete and necessary data to Track That Advisor.
For firms with 1 advisor using TTA Lite or TTS as their base package, a $1 million annual opportunity guarantee applies under the same participation and data requirements.

Many firms are sitting on valuable insights but lack the visibility needed to transform those insights into meaningful action.

As organizations grow, success is no longer defined by activity alone. It requires a clear understanding of what drives performance, where opportunities exist, and how to make informed decisions that support sustainable growth.

That's why we created the Tracking Your TREK course.

This course equips firms with a strategic framework for evaluating, managing, and interpreting business development data. Participants gain greater clarity into their pipeline, growth initiatives, and the key drivers influencing business outcomes.

The result is improved decision-making, stronger organizational alignment, and a more intentional approach to growth.

At its core, the Tracking Your TREK course helps firms shift from simply collecting data to leveraging it as a strategic asset—one that informs decisions, uncovers opportunities, and supports long-term success.

Early Registration is NOW Open!

When: September 30 - October 2, 2026
Where: Fort Collins, CO

Seats are expected to fill quickly; be sure to reserve your spot today!

View the Brochure & Register: https://lnkd.in/gvgwnhY7

🚀 We’re officially rolling out TTA 2.0!

Join us for our upcoming TTA Family Webinar as Steven introduces our newest platform designed to streamline tracking, improve efficiency, and provide greater visibility into firm growth opportunities.

Current clients and non-clients are all welcome to attend.

📅 June 16, 2026
⏰ 8 AM PT | 9 AM MT | 10 AM CT | 11 AM ET

⚠️ Please note: This webinar will NOT be recorded.

Registration link in the comments.

After an incredibly successful April session—where $100 million in new business opportunities were uncovered—we’re excited to announce that June course registrations are open.⚡Registration closes May 29⚡
Click here to register: https://canva.link/iqi3jtndfpva51k