Commission Command: The Ultimate Personal Banker Script
Welcome to "Commission Command: The Ultimate Personal Banker Script to Maximize Your Appointment Setting & Commission." I'm Tristan Montgomery, and I spent over 15 years in retail personal banking, holding four different personal banker roles. Initially earning an average income, my financial landscape changed dramatically in 2017 when I doubled my earnings to 80k. This success continued, with an average annual income of 85k until my transition to wealth management in 2023.
In December 2016, I initiated an outbound calling regimen, reaching out to 30-50 clients daily for four months. Through trial and error, I discovered a consistent message that significantly increased my appointment ratios and subsequent closings. Prospecting in banking requires a unique language, focusing on service due to the existing client-banker relationship. Building trust and respect is crucial in this approach.
During this four-month period, not only did I establish a lasting pipeline for the next seven years, but I also fine-tuned the script you're about to discover. Recognizing the effectiveness of my methods, other bankers started reaching out to me for insights. This led to the creation of "Commission Command," a script that consistently yielded positive impacts on bankers' commissions, earning national recognition.
Enough about my journey – let's dive into the valuable content awaiting you in "Commission Command."
You'll receive not only the script that changed my career forever but also the 5 keys to make it work for you. In this 6-page PDF, you will learn how to set appointment expectations upfront and the 3 simple yet powerful profiling questions to uncover needs without feeling like an interrogator.