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/
Scheduling More High-Balance Clients For Advisor | Ep 20
Banking on Sales Success with Brian Drake
8 minutes
1 year ago
Scheduling More High-Balance Clients For Advisor | Ep 20
Send us a textWelcome to Episode 20 of "Banking on Sales Success." Are you tired of watching big accounts do nothing but collect dust? We get it. It's tough when you know you can help, but getting those large balance clients to sit down with a financial advisor feels like pulling teeth. This episode is all about changing that game.We're diving into real talk on why those big clients might be holding back and what you can do to not just get their attention, but get them moving. ...
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/
