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Episode 29: Attitude is greater than script
In this episode, Brian shares the story of a banker who was using the right script but still couldn’t land appointments — and the surprising reason why. If you’ve ever felt like your calls are going nowhere, this episode will challenge what you think the real problem is. Learn how your mindset can quietly sabotage your results — and what to do about it.

Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/

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Episode 28 – Turning Check-In Calls into Real Appointments

In this episode of Banking on Sales Success, we break down a proven process for turning check-in calls to portfolio leads into actual appointments—without feeling pushy or wasting your time. You’ll learn the exact steps to follow, what to say, and how to shift your mindset so these calls start producing results. This is the same process that helped one banker land 13 partner appointments in a single week. If you’ve ever felt like these calls go nowhere, this episode will change the game.

Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/

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Episode 27 – My Follow-Up Questions Failure & Lesson
🎙 Banking on Sales Success with Brian Drake

In this episode, I share a painful but powerful lesson—how I blew a great sales opportunity right after the client showed interest. It all fell apart the moment I opened my mouth to ask a follow-up question.

This episode isn’t just about what went wrong—it's about how you can start asking better follow-up questions that actually build trust, deepen connection, and move people toward a “yes.”

You’ll learn:

• Why most follow-up questions fall flat
• The real goal behind every good follow-up
• How to identify and explore “the gap” every client has
• A simple way to turn interest into action—without being pushy

Whether you're pitching loans, investment meetings, or financial reviews, this episode gives you a blueprint for how to stop selling and start understanding—so your clients feel like you're on their side.

📲 Have questions or want help with your follow-up approach? Find me on LinkedIn @TheBrianDrake or text me at (805) 434-7421. I'd love to hear from you.

Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/