• Securing Advisor Referrals That Close | Ep 18

  • Dec 18 2023
  • Length: 8 mins
  • Podcast
Securing Advisor Referrals That Close | Ep 18 cover art

Securing Advisor Referrals That Close | Ep 18

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  • Summary

  • 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: Brian@elitebankeracademy.com
    LinkedIn: https://www.linkedin.com/in/thebriandrake/
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