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Getting More Clients To Show For Advisor Meetings | Ep 16
Manage episode 384393521 series 3479059
Innehåll tillhandahållet av Brian Drake. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Brian Drake eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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.com
LinkedIn: linkedin.com/in/thebriandrake
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