Converting Your Products and Services into Value-Added Solutions

Your products and services provide the vehicle, tools, and means to help your clients achieve their goals. To create one 100 percent full-time clients that continually grow each year, you need to ensure that your products and services are packaged and positioned from your client’s perspective.

In this chapter, you will learn how to:

Prepare a current solution profile

Develop a client-centered view

Convert products into leading edge solutions

Match solutions to your targets of opportunities

Update ideas and solutions

Preparing Your Current Solutions Profile

Your solutions consist of your products and services. They must add value to your clients and prospective ...

Get Cross-Selling Financial Services now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.