The Finance Marketing Podcast
Tired of marketing that feels sleazy or overwhelming?
Join Hillary Gale every Friday as she uncovers the exact strategies top financial advisors and coaches market their businesses authentically—and get real results.
The Finance Marketing Podcast
Top Mistakes Advisors Make During the Prospecting Process with Aryel Gladden-Banning
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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:
- LinkedIn: Aryel G
Connect with Hillary:
- LinkedIn: Hillary Gale Meehan
- Website: www.monetacopy.com
>> Join our free workshop, Why Great Advisors Lose Prospects They Should Win on Tuesday, May 12 9:00-9:45 PT // 12:00-12:45 ET
To make sure you never miss an episode, sign up for The Finance Marketing Podcast Newsletter and subscribe to the show on your favorite listening app.
Join the 7-Day Email List Growth Sprint: www.monetacopy.com/emailsprint
We always appreciate reviews on Apple Podcasts!