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
WealthCounsel Quarterly, Volume 19, No. 2—Spring 2025 Issue
This Spring issue addresses important topics such as summaries of recent notable developments in estate planning, elder law, and business law, and much more.
Learn More
National Small Business Month 2025 - Free Marketing Package
May is National Small Business Month, and it is the perfect time to engage with small business owners to provide valuable guidance on essential legal topics.
Learn More
National Elder Law Month 2025 - Free Marketing Package
May is National Elder Law Month, and it is an ideal opportunity to educate both potential clients and professionals in your referral network about important elder law topics.
Learn More