Cross-Selling Through Client Service is designed to help accountants shift their mindset on client interactions to identify new revenue opportunities. When you deliver exceptional client service to each of your clients, relationships develop, and loyalty is built. Through these relationships, a deeper understanding of the client's needs, and improved communication skills, you can uncover new ways to help your clients and add new services to current clients.
This program consists of 3 hours of self-paced CPE courses and two 1-on-1 coaching calls to not only learn the concepts of cross-selling, but to also put the learning into action by identifying opportunities with current clients and strategies to start the conversation.
Individuals can enroll in this program at any point in the year, but is ideal for year-end training prior to busy-season. This program is available to individuals and can be customized for firms wishing to enroll 8+ individuals.
Learn more here: https://thesalesseed.com/cross-selling-advisory-services/