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Cross-Selling for Law Firms - Live at Your Desk with Tony Reiss

Cross-Selling for Law Firms - Live at Your Desk with Tony Reiss

Session

16 Sep 2024

2:00 PM ‐ 3:30 PM

With a SmartPlan £144

With a Season Ticket £160

Standard price £320

All prices exclude VAT
Level
Intermediate: Requires some prior subject knowledge
CPD
1.5 hours
Group bookings
email us to discuss discounts for 5+ delegates

Introduction

Find out what professionals can learn from business development specialists in how best to cross-sell services to clients.

Tony Reiss’ thesis on cross-selling is quite simple - it doesn’t work in most firms because:

  • The culture and metrics/rewards work against it happening
  • Partners don’t realise they should see cross-selling as, in essence, internal pitching

If you are looking for some effective cross-selling strategies, then this virtual classroom seminar is for you.

What You Will Learn

This live and interactive session will cover the following:

  • Why cross-selling typically doesn’t work in most firms
    • How firms go about cross-selling and what the client perceptions are
  • Getting the culture and metrics right
    • How some firms make cross-selling harder by measuring and rewarding the wrong behaviours
    • The role of key account partners and teams
  • The psychological barriers that need to be addressed
    • The importance of tailoring approaches and building trust with colleagues
  • Successful strategies and tactics
    • The cross-selling matrix (new services to existing client contacts is easier than introducing new services to others at the client)
    • A comparison between approaches adopted by two of the largest firms
    • Hypothetical exercise - how to introduce tax services to clients of a firm
  • Making cross-selling happen
    • Successful case studies
    • The role of management and heads of practice groups

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.