The objective of cross-selling can be to either increase the income derived from the client or to protect the relationship with the client or clients. The approach to the process of cross-selling can be varied – join this session to learn ways of how to ask questions and learn more about the client’s needs and goals to expand their scope and identify white space opportunity.
By the end of this session you will understand:
how to ask questions and learn more about the clients needs and goals in order to expand their scope and identify white space, cross sell and up sell opportunity