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

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 a 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 BanningTo 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/emailsprintWe always appreciate reviews on Apple Podcasts!