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"Welcome to 'Banking on Sales Success with Brian Drake'. As a Banker, you know general sales advice doesn't cut it in our industry. Your journey for targeted strategies ends here. This is your go-to podcast for insider sales strategies and expert advice, tailored for banking professionals. Join Brian every week as he provides the tools you need to outperform in your unique sales environment. Your sales success starts here."
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The Two Most Common Banker Approaches | Ep 24
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Send us a text Struggling to get consistent results as a banker? In this episode of the Banking on Sales Success podcast, I break down the two most common banker approaches and why they often fall short. More importantly, I share the proven method that will help you get more client opportunities, schedule more appointments, and fill your pipeline w…
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Send us a text In this episode of Banking on Sales Success, I dive into a powerful skill every banker needs: active listening. Whether you’re trying to build deeper relationships with clients or improve your sales strategy, active listening is a game changer. 🔑 What You’ll Learn in This Episode: The difference between common listening responses vs.…
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Send us a text In this episode of Banking on Sales Success, host Brian Drake dives into a common challenge many bankers face—being "friend-zoned" by clients. You've built relationships, your clients like you, but these connections aren't translating into meaningful opportunities. So, how do you shift from casual conversations to discussions that le…
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A Key Lesson From My Experience Coaching Bankers | Ep 21
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Send us a text In this episode, I dive deep into a crucial lesson from my experience coaching bankers who are striving to increase their Advisor appointments. Discover the transformative power of genuine conversations and learn how they can not only increase your appointment rates but also elevate your entire client relationship approach. If you're…
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Send us a text Welcome to Episode 20 of "Banking on Sales Success." Are you tired of watching big accounts do nothing but collect dust? We get it. It's tough when you know you can help, but getting those large balance clients to sit down with a financial advisor feels like pulling teeth. This episode is all about changing that game. We're diving in…
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Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19
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Send us a text Welcome to Episode 19 of Banking on Sales Success. In today's discussion, we focus on the essential skill of uncovering assets beyond the bank. We share insights from a recent coaching session, breaking down a step-by-step process to consistently reveal assets and secure a spot on the financial advisor's calendar. The episode emphasi…
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Send us a text 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 …
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Send us a text In episode 17 of Banking on Sales Success, your host Brian Drake tackles a common objection faced by bankers during the holiday season. Many clients claim they're too busy and prefer to delay meetings until after the festivities. Brian not only explores the psychology behind this objection but equips you with two powerful strategies …
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Send us a text 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 …
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Send us a text 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 …
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Send us a text In Episode 14 of "Banking on Sales Success," Brian Drake unravels the intricate tapestry of successful banking sales. Navigate the maze of establishing consistent investment pipelines, overcoming objections, and securing vital client appointments. Brian doesn't just skim the surface; he dives deep, addressing the five critical questi…
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Send us a text "Navigating the world of banking sales? In Episode 13 of 'Banking on Sales Success,' we delve into the pivotal role structure plays in your interactions. Learn why winging it could be costing you results and why clients can sense a lack of consistency. From understanding the nuances of tone and phrasing to ensuring clients view you a…
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Send us a text In today's episode, we're diving into a powerful concept – the impact of releasing your desire as a banker. Specifically, we're talking about the desire for your clients to say yes when you recommend a meeting with your advisor. In this episode, I'll share a valuable lesson I learned through my coaching experience. This lesson was bo…
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Send us a text Being a successful banker isn't easy. In fact, it might be one of the hardest sales jobs out there. Why? It's all about desire. On this episode of Banking on Sales Success, we dive into the challenge of sparking a desire in clients who walk into the bank with no intention of meeting with a financial advisor. But don't worry, it's not…
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Send us a text In this episode of Banking on Sales Success, host Brian Drake sheds light on a powerful approach to identifying and acting on investment opportunities with banking clients. This episode is a must for those striving to excel in their PVC goals. Brian outlines the hurdles bankers often encounter and how to transform client outlook from…
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Send us a text "Join us for Episode 9 of 'Banking on Sales Success' where we tackle a common roadblock: 'I already have a financial advisor'. We dive into why this objection can be hard to handle and share a strategy to overcome it. In this episode, we explore the main problem: the fear of conflict. Clients worry about upsetting their current advis…
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Send us a text In Episode 8 of 'Banking on Sales Success,' we delve into the secrets of unlocking the greater potential from your existing client relationships in the banking industry. We provide actionable strategies for long-time bankers struggling with their PVC production, highlighting the value of client relationships and the art of turning th…
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Send us a text In Episode 7 of 'Banking on Sales Success', Brian Drake reveals the secret to effectively initiating discussions about clients' account balances and transitioning those conversations to financial advisor meetings. Explore practical techniques that can help overcome the challenge of broaching the subject and keep clients engaged. Lear…
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Smooth Transitions: Mastering Client Handoffs to Advisors in Banking | Ep 13
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Send us a text Dive into episode six of "Banking on Sales Success" as we demystify the client engagement process within the banking industry. Learn through a detailed role play how to pivot from simple financial options to a more meaningful conversation about your clients' future financial ambitions. Discover how this sales strategy not only paves …
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Send us a text 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 …
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Send us a text "Unlock the secret to client communication with 'The Elite Banker’s Phone Script' episode on Banking on Sales Success podcast. Discover how to engage with clients effectively over the phone, increase appointment schedules, and enhance customer loyalty. Dive into insightful discussions about creating genuine connections, understanding…
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Send us a text "In this impactful episode of Banking on Sales Success, we delve into a common misstep in client communication — announcing yourself as the assigned banker. Dive in to discover how this seemingly harmless phrase can be detrimental to fostering effective client relationships and why it's setting you up for failure. Learn the strategie…
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Send us a text "Are you feeling the burnout from endless client phone calls with little results? Tune in to this episode of 'Banking on Sales Success' as we discuss effective strategies to transform your approach and increase your appointments. Inspired by a real-life banker's struggle, we delve into why focusing on the client's needs, rather than …
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Send us a text "In this inaugural episode of 'Banking on Sales Success with Brian Drake', join your host, Brian, a former JPMorgan Chase banker turned sales coach, as he lays out what to expect from the podcast. Diving deep into the challenges of banking sales and the uniqueness of the banking industry, Brian sets the stage for a journey of growth,…
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