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."
Banking on Sales Success with Brian Drake
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 techniques that can help overcome the challenge of broaching the subject and keep clients engaged. Learn from Brian's own banking experiences and discover a proven method that increases advisor appointments and enhances client relationships.
If you're a banker looking to boost your success rate in transitioning clients to advisor consultations, this episode is a must-listen. Tune in to unravel the art of engaging clients on account balances and secure more productive advisor meetings.
Contact Us:
E: Brian@elitebankeracademy.com
Ph: 805.434.7421
Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/