Cross Sell Handshake 3840x1540 01

How to Create an Effective Cross-Selling System for Your Practice


Studies show you have a 3 times greater chance to sell to an existing client than a new one. 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.

In this eBook you will learn:

  • Key tactics to find new sales opportunities.
  • 5 Steps to creating your cross-selling plan.
  • A cross-selling checklist.

Download Now

Related Articles

Equisoft B2 C Microsite Site Card Image 640 x 452

Advisor Productivity

Equisoft Launches All-Inclusive Online Hub for Financial Advisors

Focused on empowering advisors, and their distribution channels with high powered tools and educational content, the website aims to help achieve key productivity goals.
Read Press Release
Equisoft Life Accelerated Podcast 5 Northwestern Mutual Card

Advisor Productivity

How Northwestern Mutual’s Digital Transformation Drives Advisor and Client Engagement

How Northwestern Mutual's financial planning platform created superior client experiences and made advisor capabilities shine.
Read Article
Three Ways Wealth Management Tech Enables Digital Financial Advisor Evolution

Advisor Productivity

Three Ways Wealth Management Tech Enables Digital Financial Advisor Evolution

Read this article for insight on the three cornerstone technologies that underpin an advisor’s successful transformation into a digitally enabled consultant.
Read Article