Business Succession PlanningAppointment setting – Break through screens to meet with the right prospects.

Business leads by The PT Services Group

For years, our industry has talked about the coming transition of wealth as baby boomers retire or pass away. While the needs of this audience are clear to advisors, succession planning is a sensitive topic packed with complex emotions and nuances that many business owners are hesitant to address.

While many advisors have waited for a windfall of “easy” business, we’ve been engaging business owners, testing and re-testing approaches to find the most effective ways to cut through their fears and make a meaningful connection, positioning advisors to begin the sales conversation with a qualified prospect.

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

By Appointment Only with Jason Levy

Sometimes the best path forward is to pick up the phone and call your prospect or client instead of using email.

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.