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 data behind a well-built prospect process. Aryel shares a real-world case study that reveals how tracking the right data points — from lead sources to conversion rates at each stage of the process — can expose exactly where prospects are falling off and point advisors toward the right fixes. Tune in to learn how leaning into what the data is already telling you can help you attract better-fit clients, improve your conversion rates, and make smarter marketing decisions without overhauling everything from scratch. 

Connect with Aryel:

LinkedIn: Aryel G

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