In this episode, I dive deep into a crucial lesson from my experience coaching bankers who are striving to increase their Advisor appointments.

Discover the transformative power of genuine conversations and learn how they can not only increase your appointment rates but also elevate your entire client relationship approach.

If you're a banker looking to fill your calendar and truly connect with your clients, this discussion will provide you with the strategies and insights needed to make a significant impact.

Welcome to Episode 20 of "Banking on Sales Success."

Are you tired of watching big accounts do nothing but collect dust? We get it. It's tough when you know you can help, but getting those large balance clients to sit down with a financial advisor feels like pulling teeth.

This episode is all about changing that game.

We're diving into real talk on why those big clients might be holding back and what you can do to not just get their attention, but get them moving.

Forget about salesy pitches that go nowhere. We're going to show you how to really listen and connect with what your clients want and need.

By the end of this episode, you'll have a clear game plan for making those key meetings happen more often.

If you're ready to turn those frustrating misses into solid hits, this is the episode for you.

Let's get those big accounts off the sidelines and into action.

Tune in now for tips and stories that'll change the way you approach your clients for the better.

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