B2B Appointment Setting Since 1992

I have been in the financial and 401(k)/retirement business for over 25 years and it is extremely difficult to find time to prospect for qualified business appointments.   The PT Services Group has consistently provided qualified business appointments month in and month out.  PT Services is different from their competitors.  Their associates are well educated about the products I am presenting which leads to highly productive meetings.  I have had several new prospects tell me personally that they scheduled an appointment with me because of the nice and friendly mannerism of the PT Services personnel.  I credit PT with helping me get new business in the door and am extremely grateful for this new approach to business.

Robert L

PT Client since 2009

Camp Hill, PA

We were one of the first firms to utilize The PT Services Group’s Qualified plans calling program and we have been using their services as a supplement to our own marketing efforts ever since. They exceeded my expectation in terms of quality of appointments and the size of the prospects that they have been able to get us in front of. They have also played a key role in helping our firm establish business in a new geographic market. PT Marketing can make a real difference in increasing your pipeline.

Kevin B

PT Client since 2008

Pittsburgh, PA

I am so impressed with your Marketing Associates’ desire to understand our business and to use that knowledge to secure quality leads for our agency.  Our industry has changed drastically over the past few years and your commitment to staying on top of the changes certainly sets you apart from other typical telemarketing firms.  It is no wonder you are able to secure appointments when others can’t. Our appointments are well qualified and always handled with the utmost professionalism.

Susan M

PT Client since 2009

Pittsburgh, PA

I  have found The PT Services to be the best use of my marketing dollars. While my primary source of new relationships comes from unsolicited referrals, I would have to say that introductions made by the team at The PT Services Group run a close second. We all know there are only so many hours in a day and I have found that leveraging my time through The PT Services Group has proved more effective than seminars, direct mail or other techniques. I wouldn’t  rely on anyone else to consistently get us in front of the people who can benefit the most from our services.

Stephen B

PT Client since 1995

Weston, MA (Boston)

The PT Services Group has been a consistently reliable, professional, responsive, and results-driven partner in my marketing efforts… Because of your marketing associates’ efforts, I have sold several sizable cases that I would not have seen without the help of The PT Services Group. The PT Services Group has played an important role in the development of my client base, and my ROI from your services certainly warrant my continued association with your organization.

Rick F

PT Client since 1999

Cleveland, OH