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

Power Socket 1200x630

Financial Needs Analysis

Financial Advisor CRM and Asset Allocation Software Pitfalls

Avoid making the wrong financial advisor software choice both for financial advisor CRM and asset allocation software
Read Article
Ebook Invasion of the robo advisor Is the threat real

Financial Needs Analysis

Invasion of the robo-advisor: Is the threat real?

There is clearly an opportunity for traditional dealer and advisor businesses to harness powerful robo-advisor technology solutions to improve efficiency, enrich the customer experience, build new customer bases and grow their businesses.
Read eBook
Night Worker 1920x1080

Financial Needs Analysis

Use SWOT to Understand the True State of Your Practice

Know where you are today use a SWOT to determine where you could be tomorrow.
Read Article