Ep. 4 - The Art of the First Call and Building Trust with Brad Madigan

Inside Commercial Banking is the #1 resource for commercial bankers and aspiring students looking to break into the sector and rise to the top. Join us as we interview commercial banking professionals and unlock the secrets of their success and best practices to help you succeed in the business of lending money.

In today's episode, Brad Madigan, Portfolio & Wealth Advisor at ScotiaMcleod based out of Toronto, Canada, shares his best practices and techniques that commercial bankers can leverage to drive sales and develop a value-add relationship with their clients and prospects. Brad works with several commercial bankers and explains how a good wealth partner can be a value-add to commercial bankers. See below his LinkedIn if you would like to connect with Brad:

  / brad-madigan  

We cover several key topics in this episode:

1) What does an average day look like for a wealth advisor? What do they do?
2) How can commercial bankers partner with wealth advisors to uncover lending opportunities and drive value to clients?
3) How do you deal with imposter syndrome as a young banker?
4) What are the pain points for business owners from a wealth perspective?
5) How can you leverage cold calling in commercial banking to drive sales?
6) How do you run client meetings and uncover cross-selling opportunities when meeting with clients & prospects?

The Inside Commercial Banking podcast is hosted by Robert Bezede, a Canadian middle market M&A investment banker focused on selling Canadian companies valued between $3MM to $30MM. He is a partner at Harmony Succession Partners (HSP), a boutique M&A advisory firm based in Toronto, Canada. Robert started his career in commercial banking working with Roynat Capital, a division of Scotiabank.

If you have a client that is looking to buy or sell a business in Canada, contact Robert and the Harmony Succession Partners (HSP) team today at:

[email protected]
https://www.harmonysuccession.com/