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Topic

How to Use the Client Needs Assessment to Cross-Sell Effectively

Description

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.

Time

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

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Message preview	Hi there, You are invited to a Zoom webinar. When: Apr 4, 2023 02:00 PM Central Time (US and Canada) Topic: How to Use the Client Needs Assessment to Cross-Sell Effectively Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_QtQXhhLJSHellF9n-0U8HQ After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Michael Sams

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