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January 17, 2025 29 mins

In this episode, host Matt McClure speaks with AMG Senior Marketing Director Melissa Figueroa about how cross-selling can help take your practice to the next level. Discover why offering a comprehensive range of solutions not only increases retention and referrals but also ensures you're addressing your clients' full spectrum of needs. From identifying cross-selling opportunities to building trust and delivering value, we share actionable tips and strategies to help you stand out in a competitive market while prioritizing what's best for your clients.

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