About

Our Story

The Advisor Footprint was founded to meet a core need of all Financial Advisors to focus on running the business instead of getting bogged down in day-to-day details. That means having the ability to track and analyze lead, prospect, client, and financial data in a customizable App that can conform to individualized workflows instead of a “one size fits all” approach of competing applications.

Bios

Erica Pauly

Founder of Track That Advisor, Erica graduated from Colorado State University with a Bachelor's Degree in Rhetoric and Composition. She has been featured on one of the nation’s top Advisory Podcasts, Financial Advisor Success Podcast, with Michael Kitces. She is seen regularly on stage presenting data in a practical and easy-to-follow method for Advisors but her true calling and passion lie in coaching Advisors on how to read and understand their unique company ‘data story’ so they feel empowered to make data-informed decisions. She is an avid runner who enjoys running half marathons and the occasional full marathon. She resides in Gilbert, AZ with her husband (Brent) of 15 years, son (Triston), and daughters (Fiona and Eden).

When she's not staring at, and analyzing, data sheets she can be found outside while homeschooling her three children. She believes that nature and literature are the best teachers of all and that play, wonder, and curiosity are the baseline to growth understanding, problem solving and work ethic (afterall, that’s how Track That Advisor began in the first place…a healthy dose of wonder and curiosity). The Pauly's are active members of their local church and have a huge heart for missions, both overseas and local.

Afroz Nissar

Afroz Nissar is a seasoned Salesforce consultant with over 15 years of experience, specializing in digital transformation within the financial services industry. His expertise encompasses process automation, implementation of powerful reporting tools, and transition from paper-based systems to digital platforms. A trusted partner in progress, Afroz's strategic vision and innovative approach consistently streamline operations, enhance productivity, and drive success for his clients.

Laura Gouin

Laura has over fifteen years of experience in services businesses including ten years of operational management. Her achievements include successfully managing multiple organizations through start up and transitional phases, as well as guiding established organizations through infrastructure improvements. She’s worked with all sizes of companies in consulting, hiring, sales, marketing, and non profit.

Who is Track That Advisor?

Track That Advisor is a data analytics company founded in 2015, advising on more than $4 billion of new annuity business and assets under management each year for independently owned advisory offices across the nation. The only of its kind, Track That Advisor (TTA) begins at ground level for data tracking; building customized tracking sheets for the Advisor’s support team to enter data. TTA then scrubs the data to ensure accuracy in reporting. Finally, TTA creates two dashboards for the Advisor to study and use to make data-informed decisions; one that is full of visual representations of the data at a high level, the second with over 1,000 data-points that could be useful when needed. Upon request, clients can request a data story done on their data and receive insights and analysis on their company data as a whole from one of the coaches at TTA. This comprehensive approach to data allows the Advisor to fulfill the CEO role within their company instead of ‘flying blind’.

www.trackthatadvisor.com

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