• Getting More Clients To Show For Advisor Meetings | Ep 16

  • Nov 17 2023
  • Length: 6 mins
  • Podcast
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Getting More Clients To Show For Advisor Meetings | Ep 16

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  • Summary

  • 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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