Every prospect your practice is working, on one board, at the stage they are actually at. No spreadsheet, no guesswork about who was supposed to call back.
Not a CRM. A pipeline built around how advisory business is actually won — one prospect, many conversations, over months.
Nothing sits in a stage without a date and an owner. If it slips, the board tells you before the prospect does.
Who is working what, what each adviser has in flight, and where the practice is thin this quarter.
Every lost prospect gets a reason, recorded at the time. After sixty of them you stop guessing and start fixing.
The stages are built in, so a new adviser inherits the practice's process rather than inventing their own. Rename them if your practice uses different words.
We did not have a pipeline problem. We had a memory problem, and we called it a pipeline problem for four years.
Placeholder quoteReplace with a real one from an alpha practice
Fourteen days, no card. If it does not show you something you did not already know, walk away.