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Securing Advisor Referrals That Close | Ep 18
Manage episode 390243946 series 3479059
محتوای ارائه شده توسط Brian Drake. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Brian Drake یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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 advisor
Email: Brian@elitebankeracademy.com
LinkedIn: https://www.linkedin.com/in/thebriandrake/
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