Moebs $ervices, Inc. Webinars are for the exclusive benefit of Financial Institutions and their payroll employees. State or national leagues or associations are invited to contact Moebs $ervices, Inc. to arrange for separate Webinars for their members. Third party vendors, consulting firms and media representatives, and others should not register for Webinars, but should contact Moebs $ervices, Inc. directly for individual consultation.
Cancellation Policy
Cancellations can be made up to 24 hours prior to the event for a full refund by emailing or calling +1 800-237-3317 X 17. Refunds will not be issued after 24 hours.
2016 Webinar Series

Topic: Best Practices for Successful Cross-Selling

Date: Thursday, October 27th 2016

Time: 12PM CDT

Length of Webinar: 60 minutes

Cost: $339.99 per site - Includes streamed Webinar Recording.

  • Call Victoria Mier directly at (800) 237-3317 ext. 17 to register with a Visa or MasterCard
  • Email at
  • Register and pay via Moneris below
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Best Practices for Successful Cross-Selling: $339.99

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Best Practices for Successful Cross-Selling

Cross-Selling other services is becoming crucial for Financial Institutions to outweigh an unprofitable checking account portfolio. The sales force must continually be monitored by assessing the size, motivation, and compensation structure. Some larger Financial Institutions have sized their sales force to ensure improved results and increased profits. How did they do that successfully?

In this webinar Moebs’ Research will review different sales techniques which may work best in your environment. The webinar will focus on systematic approaches ranging from the size of a sales force to the compensation structure and much more.

Topics covered:
Supporting Sales Force
How to achieve continued growth and knowledge.

Staff Preparation and Structure for Cross-Selling
What are the difficulties? How to determine best sales force size?

Key Sales Techniques
What works best, upselling or cross-selling? Who does cross-selling the best?

Rewarding Sales in a Retail Bank Environment
What is the best compensation structure? How to measure sales production?


Dan Kleinman is an accomplished sales authority who has a wide range of experience from publishing a leading sales book, to running the Human Resources department for Wells Fargo and Charles Schwab. Kleinman’s book All Star Sales Teams is considered a comprehensive primer for sustaining successful sales teams.

Mike Moebs, Economist & CEO of Moebs $ervices, will be joining Mr. Kleinman in conversation.
You do not want to miss this dynamic duo!


The first 25 people who sign up will receive at no charge Mr. Kleinman’ s award winning book, “All Star Sales Teams – 8 steps to Spectacular Success Using Goals, Values, Vision and Rewards.”