This program takes the best practices in internal lead generation and cross-selling and provides participants with a structure to introduce existing clients to the services and solutions your firm can offer in a way that is Effective, Ongoing, and Profitable.

Learning Objectives: 

• Develop a Team Rules of Engagement
• Demonstrate a Team Branding Message
• Utilize the “Credentializing” technique to introduce team members
• Plan and Conduct an Opportunity Planning Session