• The 2 Key Behaviors for Conflict-Free Money Conversations | Ep 15

  • Nov 11 2023
  • Length: 6 mins
  • Podcast
The 2 Key Behaviors for Conflict-Free Money Conversations | Ep 15 cover art

The 2 Key Behaviors for Conflict-Free Money Conversations | Ep 15

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  • Summary

  • In episode 15 of "Banking on Sales Success," Brian Drake shares invaluable insights for bankers in the financial industry, focusing on high-balance clients.

    The episode emphasizes the importance of demonstrating genuine care for clients, particularly when discussing their assets and financial plans.

    By adopting a caring tone, active engagement, and authenticity, bankers can build trust, foster meaningful relationships, and ultimately increase the likelihood of converting clients into financial advisory appointments.

    If you're a banker looking to enhance client interactions and boost your success in the industry, this episode offers a concise and impactful guide to building trust and achieving your professional goals.

    Email: Brian@elitebankeracademy.com
    Call us: 805-434-7421
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Career Success Economics
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