From Scattered to Systematic: Building a Scalable Prospect Process

Most advisors have a prospect process. Few have one they'd put in writing. Join Jordan Banning CFP®, Hillary Gale, and Aryel Gladden-Banning for a roundtable built around one real story — what happens when a growth-stage advisor finally gets his prospect process out of his head and into a documented system he can actually trust to guide the work. We'll score ourselves, compare notes, and walk through what a process that actually holds looks like in practice. Pull up a chair — this is the kind of conversation that doesn't happen enough at conferences.