DiscoverThe Advisor Delta™Prospecting simplified | Mapping the client journey
Prospecting simplified | Mapping the client journey

Prospecting simplified | Mapping the client journey

Update: 2025-09-03
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Prospecting doesn’t have to be messy. With the right system, it can become your growth engine. In this episode, we unpack how a simple visual framework can help you win back time, improve conversion and create a consistent client journey. A prospecting flow chart isn’t just a tool—it’s a strategic necessity. Tune in and learn why structure is the key to scaling your practice.

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Prospecting simplified | Mapping the client journey

Prospecting simplified | Mapping the client journey

Worldsource Wealth Management