How to Cross Sell, Up Sell, & Negotiate High-Profit Deals


 Financial professionals are constantly called upon to negotiate:

  • Transactions directly linked to the revenues and profits of the organization

  • Internal situations such as salary negotiations

  • Convincing others to take a course of action

These are all calls to negotiate.  Failure to negotiate well creates frustration, short changes the customer, and can result in significant lost revenue for your company.

This program teaches participants to cross sell, up sell, and negotiate high-profit deals in highly competitive markets.

It addresses special negotiation challenges faced by financial professionals with an emphasis on negotiating:

  • High rates while sustaining great customer relationships

  • Additional business in highly competitive situations

  • Large and seemingly insurmountable gaps between parties

All programs are customized to your organization's needs.