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Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19
Manage episode 394036752 series 3479059
Brian Drake द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Brian Drake या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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
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