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How to Use the Client Needs Assessment to Cross-Sell Effectively
Want to cross-sell ancillary products to your senior clients but unsure of how to go about it? The Client Needs Assessment will transform the way you grow your book of business. Join top producer Michael Sams to learn how to use this handy worksheet.

Apr 4, 2023 02:00 PM in Central Time (US and Canada)

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Michael Sams