401(k) and Qualified PlansAppointment setting - Walk through an open door to a new business.

US Capitol Building: 401K Appointment Setting

The ongoing saga of the DOL ruling has created an atmosphere of uncertainty for advisors. As the debate continues, some advisors see opportunity while others struggle to get more at-bats with new prospects. While other advisors wait for the dust to finally settle, the top forward-thinking advisors are using the chaos to seize a new kind of opportunity and to start conversations with prospects.

With our appointment setting program, you can dedicate your attention to current clients and to prospective clients, completely freeing the time needed to generate new business. Our clients report that 85% of met appointments are highly qualified or qualified, which means that you can focus entirely on doing what you do best while we continue to deliver new prospects.

Webinars & Videos

The Top 7 Considerations

In this PT exclusive webinar, John talks about the best way to approach an appointment setting program, from your process for determining if it’s a fit for your business all the way through the best practices for integrating an appointment setting program into your sales pipeline.

Client Interview with Erika Bylund

In this preview for a full interview, John sits down with Erika Bylund, co-founder of Point Sur Wealth Management to talk about her past experiences with lead generation and appointment setting services and how those experiences compare with the results she has seen with the PT Services Group.

For the full interview and for other insights into sales and marketing, visit theptservicesgroup.com/university/

By Appointment Only with Joe DeMarco

To truly connect with a client or prospect, we often need to dig beneath the surface to find what really matters and what really resonates.

Beyond Referrals: The Keys to Building a Well-Rounded Sales Pipeline

Learn the secrets to creating explosive growth in your business with a specialized appointment setting program.

Sign up to download your copy now!

B2B Sales Coaching

We provide complementary sales coaching to all PT clients, giving you the tools and support necessary to close these unique opportunities.

Business Intelligence Report

To prepare for your appointment, read the business intelligence report to better understand the prospect and their business.