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Uncovering Investment Opportunities As A Banker | Ep 10
Manage episode 371410565 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।
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.
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