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Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19
Manage episode 394036752 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
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: [email protected]
Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/
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