Trusts & Estates

read
Trusts & Estates

Rainmaking 101: Cross-Selling

In cross-selling you educate your present and past clientele about your range of services, with the hope that they will want to use more of what you have to offer. This includes clients who might need advanced services in the same practice area you’ve served them in the past and clients who could be served by another practice area altogether.

To learn more about cross-selling and to access the article, please fill out the form below.


Complete the form to get your free guide

Related Resources

Chevron Loper Bright Thought Paper thumbail
read
Trusts & Estates

Loper Bright and the Demise of Chevron Deference: A Game Changer for Federal Agency Power?

On June 28, 2024, in the Loper Bright decision, the United States Supreme Court overturned the long-standing doctrine of Chevron deference. Read more now.

Learn More
Quarterly24 V18 4 teaser Issue4 Trust Estates
read
Trusts & Estates

WealthCounsel Quarterly, Volume 18, No. 4—Shining Some Light on the Sunset

Learn More
EPAW Hero Image 2024
read
Trusts & Estates

2024 Estate Planning Awareness Week - Free Marketing Package

Get free access to the 2024 Estate Planning Awareness Week marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.

Learn More

Get the Premier Magazine for Industry Thought Leaders