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The Art of Securing Investment Appointments | Ep 05
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Innhold levert av Brian Drake. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Brian Drake eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Dive into this episode of "Banking On Sales Success" as host Brian reveals the secret sauce to skyrocketing your investment referrals: understanding your client's financial dreams. This deep dive contrasts impersonal vs. personalized approaches to client interaction, revealing the profound impact of the latter on securing investment appointments.
Uncover Brian's strategic questioning techniques, designed to guide your client discussions towards their retirement goals. By aligning your consultations with their financial aspirations, you'll not only foster stronger relationships, but also boost your referral success rate.
If you're a banker eager to ramp up your investment referrals and drive your clients towards their desired retirement future, this episode is your blueprint. So, tune in and transform your client conversations into investment opportunities!
21 episoder
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