Track That Advisor Data Analytics
Thu Feb 05 2026
In this episode of the Sea Captain Leadership Podcast, Phil Bender sits down with Molly Pierce of Track That Advisor — a marketing analytics and benchmarking platform built specifically for financial advisors.
Many advisors are collecting data but still unsure what it actually means. This conversation focuses on bringing clarity, structure, and accountability to marketing decisions.
In this episode, we discuss:
What Track That Advisor does — and how to explain it in simple termsThe biggest gaps in how advisors approach marketing analytics todayWhy benchmarking against industry norms mattersThe difference between dashboards and true insightWhen DIY tracking systems start to break downThe first quantitative and qualitative wins advisors noticeHow analytics and coaching together drive sustainable growthWhy the Sea Captain Performance + Track That Advisor partnership creates stronger alignment between strategy and execution
If you’ve ever wondered whether your marketing is actually working — or how your efforts compare to your peers — this episode offers a practical roadmap for turning data into informed decisions.
Connect with Phil Bender
LinkedIn
Sea Captain Performance Website
Connect with Molly Pierce:
Email: Molly@TrackThatAdvisor.com
Track That Advisor Website
LinkedIn
More
In this episode of the Sea Captain Leadership Podcast, Phil Bender sits down with Molly Pierce of Track That Advisor — a marketing analytics and benchmarking platform built specifically for financial advisors. Many advisors are collecting data but still unsure what it actually means. This conversation focuses on bringing clarity, structure, and accountability to marketing decisions. In this episode, we discuss: What Track That Advisor does — and how to explain it in simple termsThe biggest gaps in how advisors approach marketing analytics todayWhy benchmarking against industry norms mattersThe difference between dashboards and true insightWhen DIY tracking systems start to break downThe first quantitative and qualitative wins advisors noticeHow analytics and coaching together drive sustainable growthWhy the Sea Captain Performance + Track That Advisor partnership creates stronger alignment between strategy and execution If you’ve ever wondered whether your marketing is actually working — or how your efforts compare to your peers — this episode offers a practical roadmap for turning data into informed decisions. Connect with Phil Bender LinkedIn Sea Captain Performance Website Connect with Molly Pierce: Email: Molly@TrackThatAdvisor.com Track That Advisor Website LinkedIn