Track That Advisor

06/08/2026

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

06/01/2026

🚀 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.

05/21/2026

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

05/05/2026

What if the biggest growth opportunities in your firm are already there but not visible?

At Track That Advisor, we help bring clarity to the data, the pipeline, and the process—enabling firms to uncover what’s been hidden and take action on it.

For more information, visit our website at www.trackthatadvisor.com.

04/30/2026

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 now open.

And with our $3 Million Guarantee*, you can move forward with confidence knowing your investment is backed by real results.

The results speak for themselves. The question is: what new opportunities could you uncover next?

*We'll uncover actionable & achievable strategies WORTH AT LEAST $3M IN BUSINESS PER FIRM PER YEAR, or we'll issue you a COMPLETE REFUND. $3M Guarantee: 2+ Advisor Firms with Classic or 2.0 as a base. Mutual participation required, with clear & necessary minimum data provided to Track That Advisor. ($1M Guarantee for 1 Advisor Firms with TTA Lite or TTS as a base).

04/09/2026

🔗Register Here: https://docs.google.com/forms/d/e/1FAIpQLSeHQPeyd-vbvWi7geh5qDMoLcsK9enos-K1rIgWh70kpj6cpg/viewform?usp=header

04/01/2026

Most advisory firms don’t need more leads—they’re missing millions in the pipeline they already have.

At Track That Advisor, we help you turn data into growth:
• Track your funnel from first meeting to close
• Benchmark against industry & national averages
• Uncover hidden revenue opportunities
• Get coached to improve every stage

💡 Our Guarantee:
We’ll identify $3M+ in growth opportunities—or you don’t pay. (This guarantee is available for firms with 2 or more Advisors.)

Stop guessing. Start knowing.

👉 Message us today to see how we can uncover your missing millions. You can also book a free Discovery Call here: https://calendly.com/camille-trackthatadvisor/30min

03/31/2026

Had the honor of teaching a workshop last week. (The power of small groups when working with data is magical!)

Feedback from one of the participants was so awesome.

I shared about it today over at TTA Insider. Go check it out if you want the full story.

03/25/2026

🎙️The Advisor Summit Podcast: Building an RIA Without Guesswork

Launching an RIA isn’t the right move for every advisor—and understanding why is critical.

In our latest episode of the Advisor Summit Podcast, Shelby Nicholl of Muriel Consulting shares what it really takes to execute a successful transition—from knowing your numbers to building the right support structure.

If you’re considering your next move, this conversation brings clarity to the decision.

🎧Watch on You Tube:

The Advisor Summit Podcast: Building an RIA Without Guesswork | Shelby NichollWelcome back to another episode of the Advisor Summit Podcast, where industry i...

03/23/2026

We’re pleased to invite you to Tracking Your TREK; In-House this spring—offered both as a LIVE, in-person experience in Fort Collins, Colorado, and as a structured 12-week online cohort. Whether you prefer an immersive destination setting or a flexible virtual format, both options are designed to create space for focused learning, strategic thinking, and meaningful progress.

Registration for Tracking Your Trek; In-House closes March 30th for both the in-person and online cohorts! 🔗Registration Link in the Comments.

Have questions? Email us at [email protected].