{"id":45960,"date":"2022-12-09T19:29:35","date_gmt":"2022-12-09T19:29:35","guid":{"rendered":"https:\/\/www.conachmarketing.com\/?p=45960"},"modified":"2022-12-09T19:29:39","modified_gmt":"2022-12-09T19:29:39","slug":"financial-marketing-cross-selling","status":"publish","type":"post","link":"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/","title":{"rendered":"Without financial marketing cross selling you\u2019re missing sales"},"content":{"rendered":"\n<p>Your marketing program needs to include financial marketing cross-selling, or you are leaving potential sales on the table. It\u2019s a common mistake to believe your clients know all the services your firm offers. By cross-selling, I don\u2019t mean listing all your services on your website. Cross-selling occurs when every part of your sales and marketing program reminds clients and potential customers of your entire line of services. Here are some examples of how you can incorporate cross-selling into your program.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-spreading-the-cross-selling-message-in-sales-material\"><strong>Spreading the cross-selling message in sales material<\/strong><\/h2>\n\n\n\n<p>Sales material is another financial marketing cross-selling area that firms miss but is essential to its success. For example, you might have material on specific services, such as estate planning or payroll. Even if the prospect is interested in one area, there is value in informing them that you also offer accounting, business valuations, or succession planning. Again, you never know what else the prospect might need. If you use individual service material, add a brief description of the other services on the back cover. If you are working with a single sell sheet promoting a specific service, list the services near the signature of the sheet. Both methods will help with cross-selling.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Proactive cross-selling campaigns<\/strong><\/h2>\n\n\n\n<p>To be proactive in financial marketing cross-selling, develop a schedule to send service highlight e-bulletins to your current customers and prospect list. This tactic keeps you in the mind of potential clients and reminds customers of everything you offer. Also, remember to include a meeting request in each e-bulletin. While we\u2019re discussing one digital marketing channel, don\u2019t forget to post \u201cdid you know\u201d messages highlighting services on your social media platforms.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Financial marketing cross-selling during presentations<\/strong><\/h2>\n\n\n\n<p>Let\u2019s say you are presenting to a non-profit for your audit services. While that specialty may be the focus, be sure to at least mention everything you provide. After all, you never know what else they might need or be able to refer your firm.<\/p>\n\n\n\n<p>Pappy<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>About the Author<\/strong><\/h4>\n\n\n\n<p>Paul Kowalski (or Pappy as he is called around the office) spent over two decades working at other agencies before opening Conach Marketing Group in 2008. The early part of his career was working with Fortune 500 clients at different agencies. However, working with smaller clients was his preference. This choice was because of the impact on a client\u2019s business growth and the forming closer, personal relationships.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>About Conach<\/strong><\/h4>\n\n\n\n<p>When creating Conach, his goal was to bring those Fortune 500 strategies along with years of B2B marketing experience to small business marketing clients. As a result of years of focusing on business-to-business marketing, Conach specializes in&nbsp;<a href=\"https:\/\/www.conachmarketing.com\/index.php\/construction-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>construction marketing<\/strong><\/a><strong>,&nbsp;<\/strong><a href=\"https:\/\/www.conachmarketing.com\/index.php\/financial-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>financial marketing<\/strong><\/a><strong>,<\/strong>&nbsp;and&nbsp;<a href=\"https:\/\/www.conachmarketing.com\/index.php\/industrial-marketing\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>industrial marketing<\/strong><\/a>. Even though we are in Mid-<\/p>\n\n\n\n<p><strong>For more information, visit\u00a0<\/strong><a href=\"https:\/\/www.conachmarketing.com\/index.php\/b2b-marketing-agency\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>conachmarketing.com<\/strong><\/a><strong>\u00a0or\u00a0<\/strong><a href=\"https:\/\/www.conachmarketing.com\/index.php\/b2b-marketing-company\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>contact us<\/strong><\/a><strong>\u00a0or call 989.401.3202<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your marketing program needs to include financial marketing cross-selling, or you are leaving potential sales on the table. It\u2019s a common mistake to believe your clients know all the services your firm offers. By cross-selling, I don\u2019t mean listing all your services on your website. Cross-selling occurs when every part of your sales and marketing [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":45961,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[459],"tags":[],"class_list":["post-45960","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-financial-marketing-blog"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.5 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Marketing Cross-selling - Conach Marketing Group<\/title>\n<meta name=\"description\" content=\"Conach has worked with financial clients for decades. This blog focuses on strategies for financial marketing cross-selling.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Without financial marketing cross selling you\u2019re missing sales\" \/>\n<meta property=\"og:description\" content=\"Conach has worked with financial clients for decades. This blog focuses on strategies for financial marketing cross-selling.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/\" \/>\n<meta property=\"og:site_name\" content=\"Conach Marketing Group\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/ConachMarketing\/?fb_dtsg_ag=AdxPTzutSFOgQTjlDydJOGs2W6WTr2mtdUgGDcRgQRjQBQ%3aAdyAZU3pB-A1WCv2vVBFEl1_kTht1n_e0Ulv0N6mTNovjA\" \/>\n<meta property=\"article:published_time\" content=\"2022-12-09T19:29:35+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-12-09T19:29:39+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.conachmarketing.com\/wp-content\/uploads\/2022\/12\/CrossSelling-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1848\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Mike Selk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mike Selk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/\"},\"author\":{\"name\":\"Mike Selk\",\"@id\":\"https:\/\/www.conachmarketing.com\/#\/schema\/person\/c601f010453e49e9862c3cd2aa55f6dc\"},\"headline\":\"Without financial marketing cross selling you\u2019re missing sales\",\"datePublished\":\"2022-12-09T19:29:35+00:00\",\"dateModified\":\"2022-12-09T19:29:39+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/\"},\"wordCount\":475,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.conachmarketing.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.conachmarketing.com\/wp-content\/uploads\/2022\/12\/CrossSelling-scaled.jpg\",\"articleSection\":[\"Financial Marketing\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/\",\"url\":\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/\",\"name\":\"Financial Marketing Cross-selling - Conach Marketing Group\",\"isPartOf\":{\"@id\":\"https:\/\/www.conachmarketing.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.conachmarketing.com\/index.php\/2022\/12\/09\/financial-marketing-cross-selling\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.conachmarketing.com\/wp-content\/uploads\/2022\/12\/CrossSelling-scaled.jpg\",\"datePublished\":\"2022-12-09T19:29:35+00:00\",\"dateModified\":\"2022-12-09T19:29:39+00:00\",\"description\":\"Conach has worked with financial clients for decades. 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