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AAM Minute June 2021 - What Do You Think?
1.
Does your firm have an official cross-selling strategy?
Yes
No
Not Consistently/Sometimes
2.
Do you do research or mine your current client lists for cross-selling opportunities?
Yes
No
Not Consistently/Sometimes
3.
How do you implement cross-selling strategies?
E-mail campaigns
Social media
Meeting directly with clients and discussing
Webinars/Podcasts
Direct Mail
Other (please specify)