Trusts & Estates
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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.
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Trusts & Estates