Cross-selling is something that is often talked about and seldom executed well.
I often ask professionals how much their revenue would increase if they simply increased the number of part-time clients who have some services with them and some with other firms into full-time clients, buying all their services from them. Most professionals agree that this would have a dramatic effect on their revenues.
This book is about how to create profitable revenue from existing clients and breaks new ground in that it provides a complete system to serve, sense, and service the needs of your existing clients. I wish that I had a resource like this when I first started in financial services. When you follow and implement the techniques in this ...
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