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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.
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How To Convert Client Relationships Into PVC Production | Ep 08

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Manage episode 367103335 series 3479059
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.

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In Episode 8 of 'Banking on Sales Success,' we delve into the secrets of unlocking the greater potential from your existing client relationships in the banking industry.
We provide actionable strategies for long-time bankers struggling with their PVC production, highlighting the value of client relationships and the art of turning them into a lucrative investment pipeline.
This episode is a must-listen for those wanting to increase their PVCs per month, improve client referral rates, and build a solid investment pipeline for financial advisors.
Tune in as we reveal practical tips on asking the right questions, understanding your client's financial goals, and making referral recommendations that truly resonate.
Discover how to redefine success in your banking career today."

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

  continue reading

24 episoder

Artwork
iconDel
 
Manage episode 367103335 series 3479059
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.

Send us a text

In Episode 8 of 'Banking on Sales Success,' we delve into the secrets of unlocking the greater potential from your existing client relationships in the banking industry.
We provide actionable strategies for long-time bankers struggling with their PVC production, highlighting the value of client relationships and the art of turning them into a lucrative investment pipeline.
This episode is a must-listen for those wanting to increase their PVCs per month, improve client referral rates, and build a solid investment pipeline for financial advisors.
Tune in as we reveal practical tips on asking the right questions, understanding your client's financial goals, and making referral recommendations that truly resonate.
Discover how to redefine success in your banking career today."

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

  continue reading

24 episoder

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