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Securing Advisor Referrals That Close | Ep 18
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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.
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 deals.
Don't miss this episode if you're ready to boost the quality, not just the quantity, of your appointments.
Tune in now and level up your referrals to your financial advisor
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/thebriandrake/
Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/
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