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

In episode 18 of the Banking on Sales Success podcast, your host Brian Drake dives into a common challenge faced by bankers—getting referrals to financial advisors that close. If you've struggled with this issue, Brian has the insights you need. Discover how to shift your approach in scheduling appointments to set the stage for your advisor's success. Uncover a strategic conversation framework that aligns clients with their financial goals, ensuring appointments lead to closed deals. Don't miss this episode if you're ready to boost the quality, not just the quantity, of your appointments. Tune in now and level up your referrals to your financial advisorEmail: Brian@elitebankeracademy.comLinkedIn: https://www.linkedin.com/in/thebriandrake/

In episode 17 of Banking on Sales Success, your host Brian Drake tackles a common objection faced by bankers during the holiday season. Many clients claim they're too busy and prefer to delay meetings until after the festivities. Brian not only explores the psychology behind this objection but equips you with two powerful strategies to overcome it.Strategy one involves a straightforward approach—penciling in the appointment for the first weeks of January while emphasizing flexibility. This ensures clients with genuine intentions secure a spot on the calendar, even if rescheduling becomes necessary.Strategy two dives deeper, encouraging an honest conversation to unveil the real objection. Brian guides you through asking strategic questions to determine whether the delay is due to genuine busyness or a lower priority. This approach separates clients genuinely interested in financial discussions from those offering excuses.Join Brian as he shares valuable insights and strategies to increase your success in getting clients onto the calendar during this busy season. Learn to navigate objections and prioritize clients who genuinely value your financial expertise.Email: Brian@elitebankeracademy.comLinkedIn: https://www.linkedin.com/in/thebriandrake/

In episode 16 of the Banking on Sales Success podcast, host Brian Drake dives into a frustration many bankers face: clients not showing up for appointments. Discover the psychology behind these no-shows and unlock a game-changing strategy that not only increases client attendance but also supercharges your advisor's ability to close deals.Brian shares a simple yet powerful approach to collecting financial statements, framing it as a direct benefit for clients. Learn the conversation pivot that makes clients willingly share their statements, setting the stage for a fully prepared meeting.The real magic happens when confirming appointments. Brian introduces a language shift that reignites clients' emotions and curiosity, increasing the likelihood they'll honor their commitment. If you're tired of dealing with no-shows and want to enhance your client interactions, this episode is a must-listen.  For further guidance or questions, connect with Brian on LinkedIn or Email.Email: Brian@elitebankeracademy.comLinkedIn: linkedin.com/in/thebriandrake

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.comCall us: 805-434-7421

In Episode 14 of "Banking on Sales Success," Brian Drake unravels the intricate tapestry of successful banking sales. Navigate the maze of establishing consistent investment pipelines, overcoming objections, and securing vital client appointments. Brian doesn't just skim the surface; he dives deep, addressing the five critical questions that reveal potential sales opportunities. From effective phone call strategies to mastering the art of the advisor recommendation, this episode is a goldmine of actionable insights. If you’ve ever felt stuck or overwhelmed in your banking sales journey, let Brian's decade-long expertise guide you to clarity and results. Ready to transform those challenges into opportunities? Tune in and equip yourself with strategies that have stood the test of time. Your journey to banking sales success starts here.Email: brian@elitebankeracademy.comPh: 805-434-7421

"Navigating the world of banking sales? In Episode 13 of 'Banking on Sales Success,' we delve into the pivotal role structure plays in your interactions. Learn why winging it could be costing you results and why clients can sense a lack of consistency. From understanding the nuances of tone and phrasing to ensuring clients view you as a trustworthy guide, discover the strategies that bridge the gap between your current outcomes and the success you aspire to achieve. If you've ever felt adrift in client interactions or questioned your approach, this episode offers actionable insights, practices, and a community to support your journey to banking excellence."Email Us: brian@elitebankeracademy.comFollow us on LinkedIn: https://www.linkedin.com/in/thebriandrake/

In today's episode, we're diving into a powerful concept – the impact of releasing your desire as a banker. Specifically, we're talking about the desire for your clients to say yes when you recommend a meeting with your advisor.In this episode, I'll share a valuable lesson I learned through my coaching experience. This lesson was born from working closely with one of the earliest members of my coaching program.Back in February, this banker joined my program with the goal of achieving 10,000 PVCs. Initially, progress was slow due to the lack of a structured process. But as we developed a clear framework, something interesting happened. Momentum started building, and appointment after appointment was scheduled.What changed? It came down to a simple realization – the banker had let go of the emotional attachment to the outcome. This shift in mindset had a profound impact on his results.We often overlook the power of releasing the need for a specific response. The truth is, clients can sense our intentions. If you're more invested in getting them on the calendar than they are, trust can waver.Consider this analogy: Imagine offering someone a sandwich. You don't really mind if they say yes or no – it's about their preference, not yours. Similarly, detaching from the outcome of a client's response builds trust.As you engage clients and recommend advisor meetings, strive to suppress emotional attachment. The more you practice this, the more successful you'll be in securing appointments. Remember, trust is the cornerstone of your success.

Being a successful banker isn't easy. In fact, it might be one of the hardest sales jobs out there. Why? It's all about desire. On this episode of Banking on Sales Success, we dive into the challenge of sparking a desire in clients who walk into the bank with no intention of meeting with a financial advisor. But don't worry, it's not all doom and gloom. We'll also share a secret strategy that can make a difference in your approach. If you've ever felt stuck or overwhelmed in your banking role, this episode might just have the answers you're looking for.Follow me on LinkedIn: https://www.linkedin.com/in/thebriandrake/

In this episode of Banking on Sales Success, host Brian Drake sheds light on a powerful approach to identifying and acting on investment opportunities with banking clients. This episode is a must for those striving to excel in their PVC goals.Brian outlines the hurdles bankers often encounter and how to transform client outlook from negative to positive. He shares a step-by-step guide starting with evoking thoughts about their banking history, leading to discussions about outside accounts and investments.Furthermore, you'll learn how to recommend a meeting with your advisor naturally and how the power of genuine curiosity and tone can elevate your conversation.Join us for a transformative episode of Banking on Sales Success, where Brian Drake provides effective strategies to boost your success in uncovering investment opportunities. Begin your journey towards remarkable success here. Let's challenge the status quo together.

"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!"

In Episode 8 of 'Banking on Sales Success,' we delve into the secrets of unlocking the greater potential from your existing client relationships in the banking industry. We provide actionable strategies for long-time bankers struggling with their PVC production, highlighting the value of client relationships and the art of turning them into a lucrative investment pipeline. This episode is a must-listen for those wanting to increase their PVCs per month, improve client referral rates, and build a solid investment pipeline for financial advisors. Tune in as we reveal practical tips on asking the right questions, understanding your client's financial goals, and making referral recommendations that truly resonate. Discover how to redefine success in your banking career today."

In Episode 7 of 'Banking on Sales Success', Brian Drake reveals the secret to effectively initiating discussions about clients' account balances and transitioning those conversations to financial advisor meetings. Explore practical techniques that can help overcome the challenge of broaching the subject and keep clients engaged. Learn from Brian's own banking experiences and discover a proven method that increases advisor appointments and enhances client relationships. If you're a banker looking to boost your success rate in transitioning clients to advisor consultations, this episode is a must-listen. Tune in to unravel the art of engaging clients on account balances and secure more productive advisor meetings.Contact Us:E: Brian@elitebankeracademy.comPh: 805.434.7421

Dive into episode six of "Banking on Sales Success" as we demystify the client engagement process within the banking industry. Learn through a detailed role play how to pivot from simple financial options to a more meaningful conversation about your clients' future financial ambitions.Discover how this sales strategy not only paves the way for impactful conversations but also enhances your odds of securing advisor meetings. This episode encapsulates key advice for bankers keen on mastering the art of client engagement, transforming their sales success journey.Tune in to gain valuable insights and techniques to power up your performance within the banking sales arena.

Dive into this episode of "Banking On Sales Success" as host Brian reveals the secret sauce to skyrocketing your investment referrals: understanding your client's financial dreams. This deep dive contrasts impersonal vs. personalized approaches to client interaction, revealing the profound impact of the latter on securing investment appointments.Uncover Brian's strategic questioning techniques, designed to guide your client discussions towards their retirement goals. By aligning your consultations with their financial aspirations, you'll not only foster stronger relationships, but also boost your referral success rate.If you're a banker eager to ramp up your investment referrals and drive your clients towards their desired retirement future, this episode is your blueprint. So, tune in and transform your client conversations into investment opportunities!

"Unlock the secret to client communication with 'The Elite Banker’s Phone Script' episode on Banking on Sales Success podcast. Discover how to engage with clients effectively over the phone, increase appointment schedules, and enhance customer loyalty. Dive into insightful discussions about creating genuine connections, understanding client experiences, and optimizing your call strategy for superior results. This episode is a game-changer for any banking professional looking to level up their customer interaction and success rate. Don't miss out!"Email: Brian@elitebankeracademy.com

"In this impactful episode of Banking on Sales Success, we delve into a common misstep in client communication — announcing yourself as the assigned banker. Dive in to discover how this seemingly harmless phrase can be detrimental to fostering effective client relationships and why it's setting you up for failure. Learn the strategies and language to use that will make your client interactions more successful and genuinely value-driven. Join us as we challenge traditional banking norms and redefine what's possible in your banking career."

"Are you feeling the burnout from endless client phone calls with little results? Tune in to this episode of 'Banking on Sales Success' as we discuss effective strategies to transform your approach and increase your appointments. Inspired by a real-life banker's struggle, we delve into why focusing on the client's needs, rather than just ticking boxes, can dramatically change your outcome. Learn how to shift your focus, making every call a worthwhile investment of your time and theirs. This episode is a must-listen for bankers striving to provide unparalleled client experiences and maximize their productivity. Tune in, transform your call strategy, and redefine what's possible in your banking career."