In our current environment, where firms are turning away business due to capacity constraints, bringing the right clients to your firm and expanding services within those ideal clients is crucial. By learning how to have better conversations and dig deep to uncover hidden needs, you can help contribute to the kind of growth your firm needs and wants through cross-selling opportunities with other clients.

Whether you’re a firm leader working on improving your growth culture or an individual professional looking to level up your cross-selling skills, The Inovautus Consulting Complete Professional Advisor® (CPA): Cross-Selling sales training program will give professionals a leg up over the competition in these key areas.

Participants will learn how to:

• Define true cross-selling to eliminate the negative stigma attached to the term
• Establish an understanding of your firm’s ideal clients and cross-selling opportunities
• Develop advanced communication strategies to help uncover cross-selling opportunities with current clients
• Prepare a key account plan and pursue targeted opportunities

Participants in Cross-selling will receive 4 hours of CPE credit.

Additional Information:
Prerequisites: None
Who Should Attend: Anyone beginning their sales acquisition journey.
Advance Preparation: None
Program Level: Intermediate
Delivery Method: QAS Self-Study
Field of Study: Communications & Marketing

Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform (www.inovautus.thecpeseed.com). Please email training@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330.


The CPE Seed is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org