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

Why A Successful Advisor Must Act Like A Movie Trailer

Blog Post – Why A Successful Advisor Must Act Like A Movie Trailer

I recently attended a conference where, during the Q&A portion, an advisor asked how she could market without giving away her services for free. She feared giving too much away,…

Podcast – Sharing Wisdom Supports Clients

At the onset of the pandemic, Mitch Haber of One America came up with a novel approach to support their clients – a podcast. But instead of venturing into a…

Tips For Avoiding Know It All

Blog Post – Tips For Avoiding The ‘I Know It All’ Mentality

After a few decades in sales, you collect a treasure trove of stories. You meet unusual prospects. You encounter strange circumstances. And just when you think you have seen it…


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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