Picking low hanging fruit – How to upsell advisory services to your existing clients


Monday, Sept. 4th @ 4pm PDT / 7pm EDT

By focussing on selling to existing clients, you not only reduce your cost-to-acquisition, but you can take advantage of any up-sell opportunities to grow additional fee revenue. This webinar with Matt Wilkinson from Bizink and Danelle Whaanga from Spotlight Reporting will give you the insight and know-how to successfully pick the low hanging fruit.


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