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69. What Your Advisor Data Is Really Telling You with Molly Pierce
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In this episode, Ashley is joined by Molly Pierce, CEO of Track That Advisor, for a conversation about the story behind an advisory firm’s numbers. Molly talks about why data does not have to feel cold or complicated. It can show advisors what is working, what is getting missed, and where the client experience may be breaking down.
Ashley and Molly also talk about the human side of tracking, including why looking at the numbers can feel personal, how technology can create more room for connection, and why real human touch still matters in financial…
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