Wednesday, October 26, 2011
HOW TO UPSELL CLIENTS TO FINANCIAL SERVICES
Think of major banks – they cross-sell all the time. Convince your clients they need tax prep four times a year for the small business owner, not just at tax time. Selling with financial planning services for retirement is an absolute plus!
- Leverage your client’s trust of your tax knowledge, experience and reliability into a “one stop shop” for financial services
- Fill the off-season void with financial planning services for your tax clients
- Generate new clients from existing tax clients by offering financial solutions for college planning with outstanding tax results