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"Welcome to 'Banking on Sales Success with Brian Drake'.
As a Banker, you know general sales advice doesn't cut it in our industry.
Your journey for targeted strategies ends here. This is your go-to podcast for insider sales strategies and expert advice, tailored for banking professionals.
Join Brian every week as he provides the tools you need to outperform in your unique sales environment.
Your sales success starts here."
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Recent Episodes
S2E30 The Banker Alter Ego Sabotaging Your Success | EP 30
Send us Fan MailEpisode 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…
S2E29 Attitude > Script | EP29
Send us Fan MailEpisode 29: Attitude is greater than script In this episode, Brian shares the story of a banker who was using the right script but still couldn’t land appointments — and the…
S2E28 Turning Pointless Check-In Calls Into Partner Referrals | EP 28
Send us Fan MailEpisode 28 – Turning Check-In Calls into Real AppointmentsIn this episode of Banking on Sales Success, we break down a proven process for turning check-in calls to portfolio leads…
S2E27 My Follow-Up Questions Failure & Lesson | EP 27
Send us Fan MailEpisode 27 – My Follow-Up Questions Failure & Lesson 🎙 Banking on Sales Success with Brian DrakeIn this episode, I share a painful but powerful lesson—how I blew a great sales…
S2E26 Nailing The First 10-Seconds Of Your Call | EP 26
Send us Fan MailMost bankers lose the client’s interest in the first 10 seconds of a call—and they don’t even realize it.In this episode, Brian Drake breaks down the subtle mistake nearly every…
S2E25 Overcoming Objections VS Overcoming Excuses As A Banker | EP 25
Send us Fan MailIn Episode 25 of Banking on Sales Success, we’re diving into a common challenge bankers face: knowing the difference between handling objections and handling excuses.Drawing from…
S2E24 The Two Most Common Banker Approaches | Ep 24
Send us Fan MailStruggling to get consistent results as a banker? In this episode of the Banking on Sales Success podcast, I break down the two most common banker approaches and why they often fall…
S2E23 The Art Of Active Listening As A Banker | Ep 23
Send us Fan MailIn this episode of Banking on Sales Success, I dive into a powerful skill every banker needs: active listening. Whether you’re trying to build deeper relationships with clients or…
S2E22 Escaping The Client Friend Zone | Ep 22
Send us Fan MailIn 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…
S1E21 A Key Lesson From My Experience Coaching Bankers | Ep 21
Send us Fan MailIn this episode, I dive deep into a crucial lesson from my experience coaching bankers who are striving to increase their Advisor appointments. Discover the transformative power of…
S1E20 Scheduling More High-Balance Clients For Advisor | Ep 20
Send us Fan MailWelcome 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…
S1E19 Uncovering Assets & Scheduling Advisor Meeting Process | Ep 19
Send us Fan MailWelcome to Episode 19 of Banking on Sales Success. In today's discussion, we focus on the essential skill of uncovering assets beyond the bank. We share insights from a recent…
S1E18 Securing Advisor Referrals That Close | Ep 18
Send us Fan MailIn episode 18 of the Banking on Sales Success podcast, your host Brian Drake dives into a common challenge faced by bankers—getting referrals to financial advisors that close. If…
S1E17 "Follow Up With Me After The Holiday Season" Objection Overcome | Ep 17
Send us Fan MailIn episode 17 of Banking on Sales Success, your host Brian Drake tackles a common objection faced by bankers during the holiday season. Many clients claim they're too busy and prefer…
S1E16 Getting More Clients To Show For Advisor Meetings | Ep 16
Send us Fan MailIn 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…
S1E15 The 2 Key Behaviors for Conflict-Free Money Conversations | Ep 15
Send us Fan MailIn 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…
S1E14 Diagnosing Your Investment Pipeline Bottleneck | Ep 14
Send us Fan MailIn Episode 14 of "Banking on Sales Success," Brian Drake unravels the intricate tapestry of successful banking sales. Navigate the maze of establishing consistent investment…
S1E13 The Importance Of Structure As A Banker | Ep 13
Send us Fan Mail"Navigating the world of banking sales? In Episode 13 of 'Banking on Sales Success,' we delve into the pivotal role structure plays in your interactions. Learn why winging it could be…
S1E12 Letting Go Of Desire As A Banker | Ep 12
Send us Fan MailIn today's episode, we're diving into a powerful concept – the impact of releasing your desire as a banker. Specifically, we're talking about the desire for your clients to say yes…
S1E11 Why Succeeding As A Banker Is Incredibly Difficult (And What To Do About It) | Ep 11
Send us Fan MailBeing a successful banker isn't easy. In fact, it might be one of the hardest sales jobs out there. Why? It's all about desire. On this episode of Banking on Sales Success, we dive…
Frequently Asked Questions
Banking on Sales Success with Brian Drake has published 30 episodes since May 2023, covering topics in Business, Careers.
Banking on Sales Success with Brian Drake is currently sporadic with new episodes monthly. Average episode length is 7m.
Sign up on Grep.FM to access contact details for Banking on Sales Success with Brian Drake, including email and social media links.
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