Banking on Sales Success with Brian Drake

Send us Fan Mail 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 appointments. Uncover Brian'...

Send us Fan Mail "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 client experiences, and optimi...

Send us Fan Mail "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 strategies and language to use that will make...

Send us Fan Mail "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 just ticking boxes, c...

Send us Fan Mail "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, innovation, and unprecedented s...