Banking on Sales Success with Brian Drake

Brian Drake
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Banking on Sales Success with Brian Drake

"Welcome to 'Banking on Sales Success with Brian Drake'. As a Banker, you know general sales advice doesn't cut it in our industry. Your journey for targeted strategies ends here. This is your go-to podcast for insider sales strategies and expert advice, tailored for banking professionals. Join Brian every week as he provides the tools you need to outperform in your unique sales environment. Your sales success starts here."

  1. 12/04/2024

    Overcoming Objections VS Overcoming Excuses As A Banker | EP 25

    Send us a textIn Episode 25 of Banking on Sales Success, we’re diving into a common challenge bankers face: knowing the difference between handling objections and handling excuses.Drawing from personal experience and lessons learned the hard way, I’ll share how I spent years perfecting objection-handling techniques only to realize that most of what I faced weren’t objections at all—they were excuses.Understanding this distinction changed everything. Tune in to learn how to identify what you’r...

    12 min

  2. 11/10/2024

    The Two Most Common Banker Approaches | Ep 24

    Send us a textStruggling to get consistent results as a banker? In this episode of the Banking on Sales Success podcast, I break down the two most common banker approaches and why they often fall short. More importantly, I share the proven method that will help you get more client opportunities, schedule more appointments, and fill your pipeline without feeling pushy. I’m Brian Drake, and after a decade in the banking industry, I know what works and what doesn’t. Join me as I share ...

    11 min

  3. 09/04/2024

    The Art Of Active Listening As A Banker | Ep 23

    Send us a textIn this episode of Banking on Sales Success, I dive into a powerful skill every banker needs: active listening. Whether you’re trying to build deeper relationships with clients or improve your sales strategy, active listening is a game changer.🔑 What You’ll Learn in This Episode:The difference between common listening responses vs. true active listening.How to uncover what clients really care about—their investments, retirement plans, and financial goals—by asking the right ques...

    9 min

  4. 08/16/2024

    Escaping The Client Friend Zone | Ep 22

    Send us a textIn this episode of Banking on Sales Success, host Brian Drake dives into a common challenge many bankers face—being "friend-zoned" by clients. You've built relationships, your clients like you, but these connections aren't translating into meaningful opportunities. So, how do you shift from casual conversations to discussions that lead to real results?Brian shares a practical strategy to pivot personal conversations into meaningful financial discussions. You'll learn how to leve...

    7 min

  5. 04/26/2024

    A Key Lesson From My Experience Coaching Bankers | Ep 21

    Send us a textIn this episode, I dive deep into a crucial lesson from my experience coaching bankers who are striving to increase their Advisor appointments. Discover the transformative power of genuine conversations and learn how they can not only increase your appointment rates but also elevate your entire client relationship approach. If you're a banker looking to fill your calendar and truly connect with your clients, this discussion will provide you with the strategies and insi...

    10 min

  6. 03/05/2024

    Scheduling More High-Balance Clients For Advisor | Ep 20

    Send us a textWelcome to Episode 20 of "Banking on Sales Success." Are you tired of watching big accounts do nothing but collect dust? We get it. It's tough when you know you can help, but getting those large balance clients to sit down with a financial advisor feels like pulling teeth. This episode is all about changing that game.We're diving into real talk on why those big clients might be holding back and what you can do to not just get their attention, but get them moving. ...

    9 min

  7. 01/08/2024

    Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19

    Send us a textWelcome 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 t...

    12 min

  8. 12/18/2023

    Securing Advisor Referrals That Close | Ep 18

    Send us a textIn 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 l...

    8 min
See All (25)

5
out of 5
15 Ratings

About

"Welcome to 'Banking on Sales Success with Brian Drake'. As a Banker, you know general sales advice doesn't cut it in our industry. Your journey for targeted strategies ends here. This is your go-to podcast for insider sales strategies and expert advice, tailored for banking professionals. Join Brian every week as he provides the tools you need to outperform in your unique sales environment. Your sales success starts here."

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