Send us a text Episode 30 – The Banker Alter Ego Sabotaging Your Success Most bankers think sounding professional is the key to client trust. It’s not. In this episode, we unpack how the “banker alter ego” you step into at work is likely pushing people away — and what happens when you drop the act and just show up as you. This simple shift can lead to deeper connection, more trust, and more appointments. Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/
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Send us a text Episode 30 – The Banker Alter Ego Sabotaging Your Success Most bankers think sounding professional is the key to client trust. It’s not. In this episode, we unpack how the “banker alter ego” you step into at work is likely pushing people away — and what happens when you drop the act and just show up as you. This simple shift can lead to deeper connection, more trust, and more appointments. Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/
Getting More Clients To Show For Advisor Meetings | Ep 16
Banking on Sales Success with Brian Drake
6 minutes
2 years ago
Getting More Clients To Show For Advisor Meetings | Ep 16
Send us a textIn episode 16 of the Banking on Sales Success podcast, host Brian Drake dives into a frustration many bankers face: clients not showing up for appointments. Discover the psychology behind these no-shows and unlock a game-changing strategy that not only increases client attendance but also supercharges your advisor's ability to close deals.Brian shares a simple yet powerful approach to collecting financial statements, framing it as a direct benefit for clients. Learn th...
Banking on Sales Success with Brian Drake
Send us a text Episode 30 – The Banker Alter Ego Sabotaging Your Success Most bankers think sounding professional is the key to client trust. It’s not. In this episode, we unpack how the “banker alter ego” you step into at work is likely pushing people away — and what happens when you drop the act and just show up as you. This simple shift can lead to deeper connection, more trust, and more appointments. Let's Connect on LinkedIn: https://www.linkedin.com/in/thebriandrake/
