• Scheduling More High-Balance Clients For Advisor | Ep 20

  • Mar 5 2024
  • Length: 9 mins
  • Podcast

Scheduling More High-Balance Clients For Advisor | Ep 20

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    Welcome 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.

    Forget about salesy pitches that go nowhere. We're going to show you how to really listen and connect with what your clients want and need.

    By the end of this episode, you'll have a clear game plan for making those key meetings happen more often.

    If you're ready to turn those frustrating misses into solid hits, this is the episode for you.

    Let's get those big accounts off the sidelines and into action.

    Tune in now for tips and stories that'll change the way you approach your clients for the better.
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