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Escaping The Client Friend Zone | Ep 22

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Konten disediakan oleh Brian Drake. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Brian Drake atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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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 lead to real results?

Brian shares a practical strategy to pivot personal conversations into meaningful financial discussions. You'll learn how to leverage the positive momentum from friendly chats to open the door to conversations about investments, banking preferences, and financial goals. By making a simple yet powerful shift, you can position yourself as more than just a friendly face—become a trusted financial resource your clients turn to for advice and solutions.

If you're tired of client relationships that don't seem to go anywhere, this episode is for you. Tune in to discover how to turn those personal connections into tangible results and elevate your role in your clients' financial lives.
Learn More About The Banker Bootcamp
https://calendly.com/elitebankeracademy/discovery-call <-------------

Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/

  continue reading

24 episode

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iconBagikan
 
Manage episode 434664015 series 3479059
Konten disediakan oleh Brian Drake. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Brian Drake atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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 lead to real results?

Brian shares a practical strategy to pivot personal conversations into meaningful financial discussions. You'll learn how to leverage the positive momentum from friendly chats to open the door to conversations about investments, banking preferences, and financial goals. By making a simple yet powerful shift, you can position yourself as more than just a friendly face—become a trusted financial resource your clients turn to for advice and solutions.

If you're tired of client relationships that don't seem to go anywhere, this episode is for you. Tune in to discover how to turn those personal connections into tangible results and elevate your role in your clients' financial lives.
Learn More About The Banker Bootcamp
https://calendly.com/elitebankeracademy/discovery-call <-------------

Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/

  continue reading

24 episode

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