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by Clifton T. Warren (Author)
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.
Author Biography
Clifton Warren is the principal of Clifton Warren Consulting; his firm trains professional to market, sell, and win new clients. He is the author of Financial Services Sales Handbook and Cross Selling Financial Services. His articles and columns appear in industry journals and his monthly newsletter is read globally by professionals. Originally from California, he resides in Melbourne Australia. Contact Clifton at www.cliftonwarren.com
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We want you to shop with confidence at STORE 7994. If your purchase does not meet expectations, eligible items may be returned under the conditions below.
Return Eligibility
Items must be unused, unworn, and in original condition with all tags, packaging, and accessories included. Items showing any signs of wear or damage will not be accepted.
Return Window
Return requests must be made within 14 days of delivery.
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Luxury Items
Items valued over $1,000 may be subject to a 7% restocking fee upon approved return.
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Returns & Associated Fees
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Shipping Policy
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