31 episodes

Helping Bank Financial Professionals remain relevant and get more out of their business.

As you travel from bank branch to bank branch, spend your time wisely - WITH US.

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Created by Nick Bond, Paul Gauger, & Jason Smith.

Contributors:
Nick Bond
Paul Gauger
Jason Smith
Paul Kingsman
Natalie Kropuenske

Between Branches Your Retirement Team

    • Business

Helping Bank Financial Professionals remain relevant and get more out of their business.

As you travel from bank branch to bank branch, spend your time wisely - WITH US.

---

Created by Nick Bond, Paul Gauger, & Jason Smith.

Contributors:
Nick Bond
Paul Gauger
Jason Smith
Paul Kingsman
Natalie Kropuenske

    Don't Waste This Question - "How are you doing?"

    Don't Waste This Question - "How are you doing?"

    Paul Kingsman explains that when clients ask HOW YOU'RE DOING, it's best to describe WHAT YOU'VE BEEN DOING to equip them with words to easily refer you to others.


    Instead of treating the question, “How are you?” as a throwaway line, determine to respond in a more valuable way.
    Practice the words to succinctly tell who you’ve been helping.
    Then, having planted the details of who and how you help in their minds, quickly redirect the conversation to them, so they know you’re genuinely interested in them.


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    • 2 min
    TOP 3 CLIENT IDEAS for August

    TOP 3 CLIENT IDEAS for August

    MAXIMIZING CLIENT OPPORTUNITIES WITHIN THE BRANCH – A concept we hear often with Huddle Sessions, and certainly as important as ever.

    Sometimes looking beyond the “typical” opportunities like Large Deposits, CD Ownership, Bank IRAs, etc., can also create some great conversations.

    Pulling ideas from recent Huddles we’ve been a part of in the field, we wanted to share (3) areas of interest.  Each comes from a place of truly helping to be a resource for clients.

    Listen and then get together with your Branch Team about these opportunities at your location!


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    • 3 min
    Who Wants to be a Millennial Millionaire?

    Who Wants to be a Millennial Millionaire?

    You most likely know there is a HUGE transfer of wealth taking place right now in America. 

    But what are you doing to ensure you're retaining or attracting that money when it moves from one generation to the next?

    Listen as Paul G gives some insights on how you can help your clients when they need you most. 


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    • 2 min
    THE REAL POWER OF CHOICE, YOUR CLIENTS KNOW WHAT THEY WANT

    THE REAL POWER OF CHOICE, YOUR CLIENTS KNOW WHAT THEY WANT

    Have you ever had to return a gift someone gave you, either it was the wrong size or wrong style?

    Wouldn’t it have been nice to have some input?

    The same is true in selecting a solution for your client.

    Nick Bond explains how Involving your client in the decision making process goes a long way in accomplishing two things…


    Avoiding future objections 
    Creating longer lasting relationships

    Listen and prevent your client from returning what you picked out for them.


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    • 3 min
    YOU'RE NOT THE HERO... and that's okay.

    YOU'RE NOT THE HERO... and that's okay.

    Natalie Kropuenske shares how understanding this concept is key to getting your clients where they want to be. 

    In your client's story, THEY ARE THE HERO. And they should be. 

    They don't need you to save them, they need you to guide them. 

    They can't do it on their own. 

    Remember...


    Luke had his Yoda. 
    Frodo had his Gandalf. 
    Tommy Boy had his Richard. 

    They need you to show them the way. 




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    • 2 min
    “I Don’t Like Annuities”

    “I Don’t Like Annuities”

    Paul Gauger dives into 4 common objections that Financial Advisors hear from their clients regarding annuities.




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    • 5 min

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