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
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 process to consistently reveal assets and secure a spot on the financial advisor's calendar.
The episode emphasizes the importance of building trust with clients through genuine gratitude, curious questioning, and active listening.
The goal is to transform existing relationships into long-term, mutually beneficial partnerships.
Success in the financial realm, as emphasized in this episode, requires dedicated practice, memorization, and adeptly handling objections.
If you've encountered challenges in uncovering assets or aim to refine your approach to banking relationships, this episode offers valuable insights.
Contact:
Email: Brian@elitebankeracademy.com
Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/