“A process is something that’s repeatable by somebody else.” Advisors who are scaling their businesses have a process that is simple enough to repeat, teach and improve. Your sales process can’t live in your head. In Episode 2 of our Advisory Practice Blueprint series, Cory Swain and Cody Foster dig into sales and marketing: building a scalable sales process, using AI to make it better, improving conversion and getting more out of the marketing that’s already working before chasing the next thing. Because a few percentage points of improvement can have a massive impact as your business grows.