Most professionals in our industry walk by more opportunity than they uncover.

·        According to an independent survey conducted by Axis Consulting, 94% of Canadian Financial Advisors believe it is critical to cross sell financial products, but only 21% feel they are successful at it.

·        According to a Deloitte & Touché study, the odds of selling a product to a new customer are 15%, whereas the odds of selling a product to an existing client are 50%.

Services

Client Base Mining

Property & Casualty experts (Canada & United States) - Services provided by First Service Brokers Ltd/Financial Service Brokers Ltd.

Employee Benefits experts (Canada & United States)

Group RRSP and Pensions experts

Large Case Life Insurance experts

Wealth Management experts

Practice Management & Succession

To learn how GBK can assist you in maximizing the value of your business, please contact:  Michael Bronstine