Securing Advisor Referrals That Close | Ep 18

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

Send us Fan MailIn 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 advisorEmail: [email protected]: https://www.linkedin.com/in/thebriandrake/Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/

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This episode is 8 minutes long.

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This episode was published on December 18, 2023.

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