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