The imperative to cross-sell wealth and investment advisory services has increased dramatically in an environment of low interest rates, high compliance costs and heavy competition.
Duncan Banfield and Ron Balmer host a 40-minute presentation on the:
- Opportunity and potential benefits of executing wealth cross-sell effectively
- Organizational reasons why cross-sell is not occurring
- Top provider selection criteria
- Barriers most often cited by business owners and executives and the steps to overcome them