Cross-selling financial services : a professional's guide to account development /
This book is about generating profitable revenue from existing clients, and converting part-time clients into 100 percent full-time clients. Professionals and firms that offer financial services want to enjoy continued organic growth, and maximize the value of their business. Retaining and developin...
Main Author: | |
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Format: | eBook |
Language: | English |
Published: |
New York, New York :
Business Expert Press,
[2018]
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Series: | Finance and financial management collection.
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Subjects: | |
Online Access: | Click to View |