Webinar: The Untapped Opportunity – Cross-Selling Wealth Management

Cross-selling wealth and investment advisory services has increased dramatically in an environment of low interest rates, high compliance costs and heavy competition. 

Join Greenwich Associates consultants Duncan Banfield and Ron Balmer for a 30-minute presentation on the: 

• Opportunity and potential benefits of executing wealth cross-sell effectively
   
• Organizational reasons why cross-sell is not occurring
   
• Top provider selection criteria
   
• Barriers most often cited by business owners and executives and the steps to overcome them