Banking on Sales Success with Brian Drake
"Welcome to 'Banking on Sales Success with Brian Drake'.
As a Banker, you know general sales advice doesn't cut it in our industry.
Your journey for targeted strategies ends here. This is your go-to podcast for insider sales strategies and expert advice, tailored for banking professionals.
Join Brian every week as he provides the tools you need to outperform in your unique sales environment.
Your sales success starts here."
Episodes
26 episodes
Nailing The First 10-Seconds Of Your Call | EP 26
Most bankers lose the client’s interest in the first 10 seconds of a call—and they don’t even realize it.In this episode, Brian Drake breaks down the subtle mistake nearly every banker makes when starting a call—and how to fix it. He sha...
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Season 2
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Episode 26
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6:13
Overcoming Objections VS Overcoming Excuses As A Banker | EP 25
In Episode 25 of Banking on Sales Success, we’re diving into a common challenge bankers face: knowing the difference between handling objections and handling excuses.Drawing from personal experience and lessons learned the hard ...
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Season 2
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Episode 25
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12:13
The Two Most Common Banker Approaches | Ep 24
Struggling to get consistent results as a banker? In this episode of the Banking on Sales Success podcast, I break down the two most common banker approaches and why they often fall short. More importantly, I share the pro...
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Season 2
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Episode 24
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10:30
The Art Of Active Listening As A Banker | Ep 23
In this episode of Banking on Sales Success, I dive into a powerful skill every banker needs: active listening. Whether you’re trying to build deeper relationships with clients or improve your sales strategy, active listening is...
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Season 2
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Episode 23
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9:28
Escaping The Client Friend Zone | Ep 22
In this episode of Banking on Sales Success, host Brian Drake dives into a common challenge many bankers face—being "friend-zoned" by clients. You've built relationships, your clients like you, but these connections aren't translating ...
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Season 2
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Episode 22
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6:45
A Key Lesson From My Experience Coaching Bankers | Ep 21
In this episode, I dive deep into a crucial lesson from my experience coaching bankers who are striving to increase their Advisor appointments. Discover the transformative power of genuine conversations and learn how they can not o...
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Season 1
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Episode 21
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10:10
Scheduling More High-Balance Clients For Advisor | Ep 20
Welcome to Episode 20 of "Banking on Sales Success." Are you tired of watching big accounts do nothing but collect dust? We get it. It's tough when you know you can help, but getting those large balance clients to sit down with a f...
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Season 1
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Episode 20
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8:48
Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19
Welcome to Episode 19 of Banking on Sales Success. In today's discussion, we focus on the essential skill of uncovering assets beyond the bank. We share insights from a recent coaching session, breaking down a step-by-step...
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Season 1
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Episode 19
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12:05
Securing Advisor Referrals That Close | Ep 18
In episode 18 of the Banking on Sales Success podcast, your host Brian Drake dives into a common challenge faced by bankers—getting referrals to financial advisors that close. If you've struggled with this issue, Brian has the insi...
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Season 1
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Episode 18
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8:05
"Follow Up With Me After The Holiday Season" Objection Overcome | Ep 17
In episode 17 of Banking on Sales Success, your host Brian Drake tackles a common objection faced by bankers during the holiday season. Many clients claim they're too busy and prefer to delay meetings until after the festivities. Brian not only...
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Season 1
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Episode 17
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6:13
Getting More Clients To Show For Advisor Meetings | Ep 16
In episode 16 of the Banking on Sales Success podcast, host Brian Drake dives into a frustration many bankers face: clients not showing up for appointments. Discover the psychology behind these no-shows and unlock a game-changing s...
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Season 1
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Episode 16
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6:24
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The 2 Key Behaviors for Conflict-Free Money Conversations | Ep 15
In episode 15 of "Banking on Sales Success," Brian Drake shares invaluable insights for bankers in the financial industry, focusing on high-balance clients. The episode emphasizes the importance of demonstrating genuine care for cl...
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Season 1
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Episode 15
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5:51
Diagnosing Your Investment Pipeline Bottleneck | Ep 14
In Episode 14 of "Banking on Sales Success," Brian Drake unravels the intricate tapestry of successful banking sales. Navigate the maze of establishing consistent investment pipelines, overcoming objections, and securing vital clie...
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Season 1
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Episode 14
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8:50
The Importance Of Structure As A Banker | Ep 13
"Navigating the world of banking sales? In Episode 13 of 'Banking on Sales Success,' we delve into the pivotal role structure plays in your interactions. Learn why winging it could be costing you results and why clients can sense a lack of cons...
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Season 1
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Episode 13
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7:45
Letting Go Of Desire As A Banker | Ep 12
In today's episode, we're diving into a powerful concept – the impact of releasing your desire as a banker. Specifically, we're talking about the desire for your clients to say yes when you recommend a meeting with your advisor.In this e...
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Season 1
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Episode 12
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7:00
Why Succeeding As A Banker Is Incredibly Difficult (And What To Do About It) | Ep 11
Being a successful banker isn't easy. In fact, it might be one of the hardest sales jobs out there. Why? It's all about desire. On this episode of Banking on Sales Success, we dive into the challenge of sparking a desi...
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Season 1
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Episode 11
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5:49
Uncovering Investment Opportunities As A Banker | Ep 10
In this episode of Banking on Sales Success, host Brian Drake sheds light on a powerful approach to identifying and acting on investment opportunities with banking clients. This episode is a must for those striving to excel in their PVC goals.<...
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Season 1
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Episode 10
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8:31
I Already Have A Financial Advisor Objection | Ep 09
"Join us for Episode 9 of 'Banking on Sales Success' where we tackle a common roadblock: 'I already have a financial advisor'. We dive into why this objection can be hard to handle and share a strategy to overcome it.In this episode, we ...
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Season 1
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Episode 9
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7:50
How To Convert Client Relationships Into PVC Production | Ep 08
In Episode 8 of 'Banking on Sales Success,' we delve into the secrets of unlocking the greater potential from your existing client relationships in the banking industry. We provide actionable strategies for long-time bankers strugg...
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Season 1
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Episode 8
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7:13
The Secret to Turning Account Balances into Advisor Meetings | Ep 07
In Episode 7 of 'Banking on Sales Success', Brian Drake reveals the secret to effectively initiating discussions about clients' account balances and transitioning those conversations to financial advisor meetings. Explore practical...
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Season 1
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Episode 7
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5:26
Smooth Transitions: Mastering Client Handoffs to Advisors in Banking | Ep 13
Dive into episode six of "Banking on Sales Success" as we demystify the client engagement process within the banking industry. Learn through a detailed role play how to pivot from simple financial options to a more meaningful conversation about...
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Season 1
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Episode 6
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14:01
The Art of Securing Investment Appointments | Ep 05
Dive into this episode of "Banking On Sales Success" as host Brian reveals the secret sauce to skyrocketing your investment referrals: understanding your client's financial dreams. This deep dive contrasts impersonal vs. personalized approaches...
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Season 1
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Episode 5
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5:13
Turning Calls into Appointments: The Elite Banker’s Script | Ep 04
"Unlock the secret to client communication with 'The Elite Banker’s Phone Script' episode on Banking on Sales Success podcast. Discover how to engage with clients effectively over the phone, increase appointment schedules, and enha...
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Season 1
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Episode 4
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5:45
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The 'Assigned Banker' Myth | Ep 03
"In this impactful episode of Banking on Sales Success, we delve into a common misstep in client communication — announcing yourself as the assigned banker. Dive in to discover how this seemingly harmless phrase can be detrimental ...
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Season 1
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Episode 3
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6:32
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Overcoming Phone-Call Burnout | Ep 02
"Are you feeling the burnout from endless client phone calls with little results? Tune in to this episode of 'Banking on Sales Success' as we discuss effective strategies to transform your approach and increase your appointments.&n...
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Season 1
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Episode 2
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5:00
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