How a Documented Prospect Process More Than Doubled This Advisor’s Close Rate with Jordan Banning

Written By Hillary Gale

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In this episode of The Finance Marketing Podcast, Hillary sits down with Jordan Banning, CFP® and owner of Crafted Financial Planning, to explore how building and systematizing an intentional prospect process transformed his business — including more than doubling his close rate.

Jordan shares what his multi-step prospect process looks like from intro call to signed client agreement, why getting it out of his head and into a documented system was a game-changer, and how communication templates eliminated the perfectionism trap that was quietly costing him time and clients.

Tune in to hear the real before-and-after story of what changes when a financial advisor finally stops winging it and builds a process that works.

Connect with Jordan:

Website: CraftedPlanning.com

LinkedIn: Jordan Banning

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Hillary Gale https://www.galecreativeagency.com
Next

Top Mistakes Advisors Make During the Prospecting Process with Aryel Gladden-Banning