Building a Successful Cross-Selling Platform

May 17, 2022
Live Webinar:
DateMay 17, 2022Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions
On-Demand Webinar:
  • Unlimited and shareable access
    two business days after live streaming
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
See Registration Options

Cross selling is key to growth and accountholder retention. This hands-on program will explain what cross selling is, what it is not, and why it is a MUST!

You’ll receive tools, step-by-step instructions, and sample scripts that will expand and enhance your cross-selling skills.
  • Turn accountholders into your biggest fans – the keys to gaining referrals through cross selling
  • Use the “accountholder advocate” approach to intelligent cross selling
  • Understand accountholder needs and buying preferences
  • Discover the positive impact of effective cross selling on long-term retention


It is a proven fact that the more products and services accountholders own, the more loyal they become. With competition from both traditional and non-traditional sources increasing at exponential rates, it has never been more important to gain and retain satisfied accountholders.  Because of these and other market-driven factors, cross selling must become a top priority.  However, cross selling for the wrong reason can do more harm than good!  This webinar will provide tools to empower staff to cross sell effectively and intelligently.  From discovery to delivery, you will learn to increase accountholder retention while gaining growth opportunities through favorable referrals.


This informative session is designed for frontline staff, supervisors, service representatives, and business development personnel.


  • Four foundational tools to build a successful cross-selling platform
  • C.L.I.E.N.T. system: easy step-by-step approach to keep cross-selling efforts on track
  • Customizable script template to initiate successful cross-selling conversations
  • Case study to help you determine and deliver personalized solutions
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Presented By

Tim TivisTim Tivis
Pinnacle Training Group