Banking on Sales Success with Brian Drake

The 2 Key Behaviors for Conflict-Free Money Conversations | Ep 15

November 10, 2023 Brian Drake Season 1 Episode 15
The 2 Key Behaviors for Conflict-Free Money Conversations | Ep 15
Banking on Sales Success with Brian Drake
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Banking on Sales Success with Brian Drake
The 2 Key Behaviors for Conflict-Free Money Conversations | Ep 15
Nov 10, 2023 Season 1 Episode 15
Brian Drake

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 clients, particularly when discussing their assets and financial plans. 

By adopting a caring tone, active engagement, and authenticity, bankers can build trust, foster meaningful relationships, and ultimately increase the likelihood of converting clients into financial advisory appointments.

If you're a banker looking to enhance client interactions and boost your success in the industry, this episode offers a concise and impactful guide to building trust and achieving your professional goals.

Email: Brian@elitebankeracademy.com
Call us: 805-434-7421

Show Notes

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 clients, particularly when discussing their assets and financial plans. 

By adopting a caring tone, active engagement, and authenticity, bankers can build trust, foster meaningful relationships, and ultimately increase the likelihood of converting clients into financial advisory appointments.

If you're a banker looking to enhance client interactions and boost your success in the industry, this episode offers a concise and impactful guide to building trust and achieving your professional goals.

Email: Brian@elitebankeracademy.com
Call us: 805-434-7421