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PT Named a 2016 Top Workplace
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August 29, 2016
We are especially proud to announce that we have been recognized as a Top Place to Work for a sixth year in a row.
Author Archives for Harvey Pollack
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Quality Counts: A Proven Process for Finding Quality Prospects
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August 22, 2016
For as much as we have learned to tune it out, quality still matters.
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Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances
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May 15, 2015
Our CEO Harvey Pollack draws upon his decades of CPA and new business development experience to demystify CPA alliances for producers.
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Cold Calling: A Four-Step Process
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April 17, 2013
Cold calling is not for the faint of heart. There was an excellent movie called The Pursuit of Happyness (starring Will Smith) released a few…
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Our New Image – A Message from Our CEO
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March 4, 2013
When we were honored with the Top Workplaces award for a second time, it got us to really think about our business and about our…
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Making the CPA Numbers Work
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March 3, 2013
Statistics show that one out of every two CPAs will offer financial services in the future to remain competitive. How can you as an agent…
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PT Marketing Named #4 Top Place to Work in the Pittsburgh Region
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November 14, 2011
Pittsburgh, PA –The Pittsburgh Post-Gazette has ranked PT Marketing #4 on its annual list of Top Places to Work in the Pittsburgh region (small companies…
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PT Sponsors Day of Recreation and Learning for Children
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May 19, 2011
Homeless Families Have Their Day at the Zoo PT Marketing Sponsors 2nd Annual Day of Recreation and Learning for the Children Pittsburgh, PA (May 18,…
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PT Marketing and Pension Analytix Announce Alliance
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September 29, 2010
PT Marketing and Pension Analytix Announce Strategic Business Alliance Pension Analytix to integrate its proprietary Plan Sponsor Database with PT Marketing’s Qualified Plan Appointment Setting…