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The Secret to Turning Account Balances into Advisor Meetings | Ep 07
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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. Learn from Brian's own banking experiences and discover a proven method that increases advisor appointments and enhances client relationships.
If you're a banker looking to boost your success rate in transitioning clients to advisor consultations, this episode is a must-listen. Tune in to unravel the art of engaging clients on account balances and secure more productive advisor meetings.
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