Center of Influence AlliancesAdd high-value sources of referrals to your sales pipeline.

Appointment Setting Center of Influence Alliances

The PT Services Group’s Centers of Influence Alliances are ideal for insurance or financial services representatives who have a process for developing partnerships with other professionals, such as CPAs or P&C agents.

We position our clients as owners or representatives of financial services firms who can help them better service their clients by providing additional expertise and resources in the areas of executive benefits, estate planning, and succession planning for business owners and high-net-worth individuals. This program is most effective for clients who go beyond basic introductions with referral sources to collaborate, co-market, and cross-promote on a strategic and tactical level.

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.