Make cross-selling an everyday activity that powers your business growth
This ebook gives you a quick and easy method for creating your plan for making cross-selling an effective growth engine in your practice.
Most advisors know that they are two or three times more likely to be successful when selling to an existing client versus a new prospect. And yet most advisors don’t do enough when it comes to cross-selling and up-selling.
Cross-selling is an excellent opportunity to grow your practice without having to put in a lot more effort or significantly change the way you do business. An effective and consistent cross-selling will not just increase revenue, but will also:
- Strengthen your client relationships, creating a barrier against your competition.
- Efficiently and cost-effectively increase your productivity.
- Allow you to increase the profitability of each client relationship.
- Support you in the increasingly challenging world of compliance
Remember, cross-selling is not just an occasional activity. It’s a means to unlock the full potential of a practice. Your existing client base contains acres of diamonds. The question is how are you mining your diamonds
What's in the ebook?
- How to create an effective cross-selling plan for your practice
- A series of simple exercises that will guide you towards creating your cross-selling plan
- A cross-selling checklist