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The 2 Key Behaviors for Conflict-Free Money Conversations | Ep 15
Manage episode 383165524 series 3479059
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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 engagement, and authenticity, bankers can build trust, foster meaningful relationships, and ultimately increase the likelihood of converting clients into financial advisory appointments.
If you're a banker looking to enhance client interactions and boost your success in the industry, this episode offers a concise and impactful guide to building trust and achieving your professional goals.
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