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

  • Mar 5 2024
  • Length: 9 mins
  • Podcast

Scheduling More High-Balance Clients For Advisor | Ep 20

Listen for free

View show details

  • Summary

  • Send us a text

    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 salesy pitches that go nowhere. We're going to show you how to really listen and connect with what your clients want and need.

    By the end of this episode, you'll have a clear game plan for making those key meetings happen more often.

    If you're ready to turn those frustrating misses into solid hits, this is the episode for you.

    Let's get those big accounts off the sidelines and into action.

    Tune in now for tips and stories that'll change the way you approach your clients for the better.

    Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/
    Show More Show Less
Show More Show Less

What listeners say about Scheduling More High-Balance Clients For Advisor | Ep 20

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.