Complimentary White Paper

Cross Selling: The Pitfalls of Product Pushing for Ethical Advisors
Trust is indeed the cornerstone of any advisor-client relationship.
As a financial advisor you may find yourself caught in the crossfire between your ethical compass and the escalating pressure to meet sales demands.

This educational white paper covers many of the potential pitfalls to navigating the complex terrain of financial planning and ethical advisement.

Topics Include:

  • The ethical quandary of cross-selling
  • Reputational impact & risks
  • Is it 'product pushing'
  • And more
Cross Selling: The Pitfalls of Product Pushing for Ethical Advisors

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