Successful agents and advisors have long used cross-selling to offer additional products and services to their existing clients. When done properly, cross-selling often results in increased sales ...

How many clients do you have in your current book of business? What if I told you that you could earn an additional $150 per year in commissions from each of those clients with very little effort?

Paul Shoukry said Raymond James differentiates itself by not requiring advisors to push banking and other products and by not aggressively pursuing advisors who leave for industry rivals.