How To Convert Client Relationships Into PVC Production | Ep 08

from Banking on Sales Success with Brian Drake · host Brian Drake

Send us Fan MailIn Episode 8 of 'Banking on Sales Success,' we delve into the secrets of unlocking the greater potential from your existing client relationships in the banking industry. We provide actionable strategies for long-time bankers struggling with their PVC production, highlighting the value of client relationships and the art of turning them into a lucrative investment pipeline. This episode is a must-listen for those wanting to increase their PVCs per month, improve client referral rates, and build a solid investment pipeline for financial advisors. Tune in as we reveal practical tips on asking the right questions, understanding your client's financial goals, and making referral recommendations that truly resonate. Discover how to redefine success in your banking career today."Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/

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This episode is 7 minutes long.

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This episode was published on June 26, 2023.

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