Realities of the Market: Turning It to Your Competitive Advantage
Your strategy is simply an action plan to help you to achieve your growth objectives. Of course, there are many strategies and tactics that financial services firms and professionals can use to obtain growth. However, cross-selling should be at the top of that list; there is no other technique that can quickly add value to your bottom line more quickly.
After completing this chapter, you will know how to:
• Leverage the full potential of your client base
• Improve client retention
• Evaluate your current clients
• Analyze your growth story
• Understand why your clients want you to sell them more
Building a Great Client Base
Your existing clients are your most valuable ...
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