21 episodes

"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."

Banking on Sales Success with Brian Drake Brian Drake

    • Business
    • 5.0 • 12 Ratings

"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."

    A Key Lesson From My Experience Coaching Bankers | Ep 21

    A Key Lesson From My Experience Coaching Bankers | Ep 21

    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...

    • 10 min
    Scheduling More High-Balance Clients For Advisor | Ep 20

    Scheduling More High-Balance Clients For Advisor | Ep 20

    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...

    • 8 min
    Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19

    Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19

    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...

    • 12 min
    Securing Advisor Referrals That Close | Ep 18

    Securing Advisor Referrals That Close | Ep 18

    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 ...

    • 8 min
    "Follow Up With Me After The Holiday Season" Objection Overcome | Ep 17

    "Follow Up With Me After The Holiday Season" Objection Overcome | Ep 17

    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...

    • 6 min
    Getting More Clients To Show For Advisor Meetings | Ep 16

    Getting More Clients To Show For Advisor Meetings | Ep 16

    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...

    • 6 min

Customer Reviews

5.0 out of 5
12 Ratings

12 Ratings

skeptic34 ,

Great advice

Brian gives great and easy to follow advice that is highly customer centric and ethical. If he was my banker I’d know I was in great hands!

Messi8619 ,

Great information

I have implemented Brian’s advices on my interactions with clients and I have gotten great results. Thank you Brian!

swizzie2000 ,

Great show

Brian puts years of experience and knowledge into this show. If you want to close more sales, this show is for you! - Mark Savant

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