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

Written By Hillary Gale

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In this episode of The Finance Marketing Podcast, Hillary sits down with Aryel Gladden-Banning, a consultant who works with solo advisors and small teams in the RIA space, to dig into the prospect process and the common mistakes that are costing financial advisors clients.

Aryel shares why a well-built prospect process is one of the most powerful tools in an advisor's business, how to build a multi-channel follow-up sequence that converts, and why documenting and systematizing your process is a game-changer for your firm.

Tune in to learn how to lead prospects more effectively through your pipeline so they feel confident becoming clients.

Connect with Aryel:

Connect with Hillary:

>> Join our free workshop on building your prospect process Tuesday, May 12 9:00-9:45 PT // 12:00-12:45 ET: (Registration page coming soon!)

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Hillary Gale https://www.galecreativeagency.com
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