Recognizing and identifying a customer’s financial needs; then offering products and services to satisfy those needs is the goal of the workshop. How is this done? We play the game of baseball! We progress from first base to home plate in acquiring the necessary skills to be a success in cross-selling.

• First base: Developing a sales personality and communication

•Second base: Product and customer knowledge

•Third Base: Building rapport, listening, making recommendations, and closing the sale

•Home Plate: Winning with a strong customer relationship