Turning Pointless Check-In Calls Into Partner Referrals | EP 28

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Episode 28 – Turning Check-In Calls into Real Appointments

In this episode of Banking on Sales Success, we break down a proven process for turning check-in calls to portfolio leads into actual appointments—without feeling pushy or wasting your time. You’ll learn the exact steps to follow, what to say, and how to shift your mindset so these calls start producing results. This is the same process that helped one banker land 13 partner appointments in a single week. If you’ve ever felt like these calls go nowhere, this episode will change the game.

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