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The Art of Securing Investment Appointments | Ep 05
Manage episode 365487958 series 3479059
Kandungan disediakan oleh Brian Drake. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Brian Drake atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod
Kongsi
