The PT Difference

Our programs are driven by highly trained, in-house sales associates and a deep understanding of your business and goals. Backed by our award-winning culture, our entire company is built to help you grow and succeed.

Our Services

B2B Appointment Setting

Build a sales pipeline of high‑value prospects and referrals, off-loading the labor‑intensive areas of prospecting so that you can focus on closing new business.

Data Collection

Research a new market, expand the depth of your database, survey your clients. With our industry experience, we uncover insights and engage subjects in meaningful conversations.

PT University

Podcast – Learn About RPAG and Their Path to Success

Jeff Cheshier, Vice President, Retirement Services, Institutional Client and Member Relations for NFP joins John Pojeta, from PT, to discuss RPAG – Retirement Plan Advisory Group. They discuss RPAG’s mission…

Break Free from Pandemic Barriers

Blog Post – How To Break Free From Pandemic Barriers And Get Sales Leads

Published on Insurance NewsNet By Ayo Mseka  With the pandemic still making it difficult for many advisors to meet frequently with prospects face-to-face, many of them are looking for methods…

PT Services Group Asks Dan H

Podcast – PT Asks Dan

Last month, PT launched a new, daily video series – PT Asks Dan, with our resident sales guru, Dan Hudock. In these 2-3 minute videos PT’s John Pojeta asks Dan…

Insights

Sales and Growth Insights: Review and drive the latest best practices.

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White Papers

Exclusive breakdowns of our observations from the frontlines of prospecting.

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Client Center

Client-only training on sales, growth techniques, and B2B webinars.

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