))
The Art of Securing Investment Appointments | Ep 05
Manage episode 365487958 series 3479059
コンテンツは Brian Drake によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Brian Drake またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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 つのエピソード
シェア
