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Escaping The Client Friend Zone | Ep 22
Manage episode 434664015 series 3479059
Nội dung được cung cấp bởi Brian Drake. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Brian Drake hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
In this episode of Banking on Sales Success, host Brian Drake dives into a common challenge many bankers face—being "friend-zoned" by clients. You've built relationships, your clients like you, but these connections aren't translating into meaningful opportunities. So, how do you shift from casual conversations to discussions that lead to real results?
Brian shares a practical strategy to pivot personal conversations into meaningful financial discussions. You'll learn how to leverage the positive momentum from friendly chats to open the door to conversations about investments, banking preferences, and financial goals. By making a simple yet powerful shift, you can position yourself as more than just a friendly face—become a trusted financial resource your clients turn to for advice and solutions.
If you're tired of client relationships that don't seem to go anywhere, this episode is for you. Tune in to discover how to turn those personal connections into tangible results and elevate your role in your clients' financial lives.
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