Remove Balance Sheet Remove Guidelines Remove Insurance Remove Travel
article thumbnail

5 Ways to Increase Your Cross-Selling

Harvard Business

banking and insurance businesses. Those events trigger USAA to contact the customer at just the right time, with just the right offer, such as auto insurance when a customer’s daughter is about to turn 16. A similar story can be told in retail banking, insurance, credit cards, retail, and other industries.

article thumbnail

Cash Flow Relief for Independent Consultants: the CARES Act & Other Ideas

Successful Independent Consulting

We’re in an unprecedented situation because of the COVID-19 coronavirus, and the economic fallout has been drastic for many business sectors, such as travel and restaurants. Unemployment insurance payments 5. The SBA may roll out new guidelines over the next few days but it’s worth getting in line by applying now. government 2.

Cash Flow 248