 Some advisers aren't good at cross-selling, so the newsletter is a great way to help the firm get the word out in another way.”Drew Grider, president, The Retirement Network |
RIAs take a soft approach to cross-selling
Liz Skinner | InvestmentNews, March 2017
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Summary: Registered investment advisers are under increased pressure to grow their business and deepen client relationships, which forces them to sell their full spectrum of services to as many clients as possible. Thus, RIAs have become masters of the cross-sell.
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