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Getting More Clients To Show For Advisor Meetings | Ep 16
Manage episode 384393521 series 3479059
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In episode 16 of the Banking on Sales Success podcast, host Brian Drake dives into a frustration many bankers face: clients not showing up for appointments.
Discover the psychology behind these no-shows and unlock a game-changing strategy that not only increases client attendance but also supercharges your advisor's ability to close deals.
Brian shares a simple yet powerful approach to collecting financial statements, framing it as a direct benefit for clients.
Learn the conversation pivot that makes clients willingly share their statements, setting the stage for a fully prepared meeting.
The real magic happens when confirming appointments. Brian introduces a language shift that reignites clients' emotions and curiosity, increasing the likelihood they'll honor their commitment.
If you're tired of dealing with no-shows and want to enhance your client interactions, this episode is a must-listen.
For further guidance or questions, connect with Brian on LinkedIn or Email.
Email: Brian@elitebankeracademy.com
LinkedIn: linkedin.com/in/thebriandrake
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