VIDEO: The First Step in Cross-Selling - Crossing Internal Boundaries

This video explores the most important step in cross selling - and it's not about talking to clients more. It's about talking to each other. Small, repeatable activities open opportunities, break silos, and make collaboration natural instead of forced.

Cross-selling sounds simple—connect clients with more of your firm’s services—but in practice, it rarely happens consistently. Why? Professionals often avoid talking across departments, relying on sporadic meetings that miss opportunities. This series tackles the excuses and re-frames cross-selling as proactive communication between colleagues. Through short, practical activities like coffee talks, project sheet swaps, and problem-solving sessions, you’ll learn to build pathways that uncover opportunities, strengthen relationships, and present clients with integrated solutions.

Status: in production  |  Projected release: October 17, 2025