Cross-Selling Financial Services: A Professional's Guide to Account Development - Softcover

Warren, Clifton T.

 
9781631578472: Cross-Selling Financial Services: A Professional's Guide to Account Development
Softcover
ISBN 10: 1631578472 ISBN 13: 9781631578472
Verlag: Business Expert Press, 2017

Inhaltsangabe

This book is about generating profitable revenue from existing clients, and converting part-time clients into 100 percent full-time clients. Professionals and firms that offer financial services want to enjoy continued organic growth, and maximize the value of their business. Retaining and developing existing clients is one of the challenges they encounter in the process. The financial services industry is currently facing several key challenges: increasing competition, industry consolidation, rapidly changing technology, a soft market (for rates, premiums, and fees), and an increasing number of regulatory requirements. All these factors make it difficult for firms to produce consistent, positive, organic growth.

This book is a follow-up to the author's previous book The Financial Sales Handbook: A Professionals Guide to Becoming a Top Producer. Although this book is an extension of the first, readers can be confident in approaching it as a stand-alone book.

Cross-Selling Financial Services: A Professional's Guide to Account Development is for experienced professionals and firms who want to protect their existing top clients and revenue, and maximize the long-term growth and profitability of their business. The book will also help professionals to sharpen their account development capabilities. It is designed to be the nucleus for corporate training programs, as well as a guide for self-employed professionals who must market and sell to stay in business.

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Über die Autorin bzw. den Autor

Clifton Warren, MBA, CMC, is the principal of Corporate Eye Consulting, Melbourne, Australia.

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Verlag
Business Expert Press
Erscheinungsdatum
2017
Sprache
Englisch
ISBN 10 
1631578472
ISBN 13 
9781631578472
Einband
Taschenbuch
Anzahl der Seiten
220
Kontakt zum Hersteller
Mare Nostrum Group B.V.
gpsr@mare-nostrum.co.uk

Doelen 72
Breda
4831 GR
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