The Advisor Solutions Podcast EP 77- How to Create the Ultimate Cross Selling System

Do you feel like you have all of your clients business? Probably not! Instead, you probably feel like you could do additional business with them providing additional products and services but you just don’t know how. If this sounds like you, you are not alone!

Most financial advisor, insurance agent, wholesaler, branch manager and even agency managers have some client that they could do additional business with but they don’t know how. The reason they don’t know it is because they have never really had a process for creating what I call The Ultimate Cross Selling System.

Think of it this way, if your clients have additional challenges in their financial lives, wouldn’t you want to help them? And, what if you had a system to help them before the challenge occurred?

And, that’s why I wanted to do this podcast today. Because I want you to understand that if you have a process for helping them understand upcoming possible challenges then you can help them be ready for those challenges by having your additional products and services which are actually the solutions!… And, the more solutions you provide the more valuable you are.

In this episode, learn what other successful advisors and agents have done to cross sell to clients and add more value.