As we begin 2018 it is a good time to reflect on the past year and anticipate the coming year.
Exploring new ways to gather information on partner contributions.
Useful lessons can be learned from traditional change management approaches.
…as many firms have learned, cross-selling in practice is difficult to achieve. There are both internal and client related hurdles to cross-selling. Simply telling partners to cross-sell rarely produces the desired results. Succeeding at cross-selling requires an awareness of the hurdles, and a proactive plan to overcome them.
Identifying the right approach can be critical to a firm’s long-term success or even survival.