Banking on Sales Success with Brian Drake Brian Drake

In 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 insights needed to...

Welcome 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. Forget about s...

Welcome 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 to transform ex...

In 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 ...

In episode 17 of Banking on Sales Success, your host Brian Drake tackles a common objection faced by bankers during the holiday season. Many clients claim they're too busy and prefer to delay meetings until after the festivities. Brian not only explores the psychology behind this objection but equips you with two powerful strategies to overcome it.Strategy one involves a straightforward approach—penciling in the appointment for the first weeks of January while emphasizing flexibility. This en...

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...