• Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19

  • Jan 8 2024
  • Length: 12 mins
  • Podcast

Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19 By cover art

Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19

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  • Summary

  • 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 emphasizes the importance of building trust with clients through genuine gratitude, curious questioning, and active listening.

    The goal is to transform existing relationships into long-term, mutually beneficial partnerships.

    Success in the financial realm, as emphasized in this episode, requires dedicated practice, memorization, and adeptly handling objections.

    If you've encountered challenges in uncovering assets or aim to refine your approach to banking relationships, this episode offers valuable insights.

    Contact:

    Email: Brian@elitebankeracademy.com
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