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
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 explore the main problem: the fear of conflict. Clients worry about upsetting their current advisor, and we show you how to address this. We share a tested method that respects existing relationships and avoids unnecessary conflict.
We lay out a conversation blueprint you can use to reassure clients, and offer them valuable financial advice, without stepping on their advisor's toes. Our approach has helped many bankers secure more appointments, and now it's your turn.
Tune in, and learn how to handle the 'I already have a financial advisor' challenge with grace and confidence. Let's fill up your appointment calendar together!"
Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/