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B2B Appointment Setting

We will help you tap into a new pipeline of highly qualified prospects. With industry leading programs for Benefit Advisors, Financial Advisors, Insurance Professionals, and Managed Service Providers (MSPs) we can help you realize the business growth that you seek. PT will be with you every step of the way.Learn More »

Benefits Advisors

We help Benefit Advisors tap into a new pipeline of highly qualified prospects. Through our appointment setting program, we will focus on growth through traditional lead generation appointments or even through the acquisition of new books of business. PT will be with you every step of the way.Learn More »

Financial Advisors/RIAs

We excel at helping Financial Advisors and RIAs tap into a new pipeline of highly qualified prospects. Through our unique appointment setting program, we will focus on growing your book of business through Executive Compensation Planning, 401(K) & Qualified Plans, Business Succession Planning, and Centers of Influence Alliances areas. PT will be with you every step of the way.Learn More »

Insurance Professionals

We are skilled at helping Insurance Professionals tap into a new pipeline of highly qualified prospects. With our unique appointment setting program, we will focus on growing your book of business through Commercial Property & Casualty, Surety Bonds, Executive Compensation, and Business Succession Planning areas. PT will be with you every step of the way.Learn More »

Managed Service Providers

We understand the unique challenges of MSPs seeking growth, and PT will help you tap into a new pipeline of prospective clients. Through our unique appointment setting program, we can identify highly qualified businesses that would benefit from your services, and PT will be with you every step of the way.Learn More »

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More About PT

The PT difference brings people, culture, and expertise to your growth goals. We provide the highest-quality effective prospecting solutions as part of a superior client experience.

8 Questions That Lead to Sales

In our latest White Paper, “8 Questions That Lead to Sales,” PT Services Group provides guidance on how asking questions that you help you and your prospects get to know each other better, can lead to better sales opportunities.

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