Welcome to the Forum 400 Winter Conference

The PT Services Group is happy to connect with new colleagues!

How We Work

The PT Services Group opens the door to new prospects and new business with industry‑leading appointment setting and data collection programs.  Learn a little more about how we work by watching the Learn About our Process Video.

Learn About Our Process

The PT Services Group - Appointment Setting - Benefits Advisors

We Open the Door to New Prospects

The PT Services Group opens the door to new prospects and new business with industry‑leading appointment setting and data collection programs.

Resources and Insights from PT Services

We regularly create content to help our clients succeed. Here are a few resources handpicked for you.


How Sharing Wisdom Supports Clients with Mitch Haber

In this episode of The PT Buzz, John talks with Mitch Haber of One America about the podcast he developed at the onset of the pandemic. It is filled with hope, wisdom, and practical business advice that has been learned, as well as lessons about how the podcast has been a terrific, unexpected way to support clients during these unusual times.


Sales Biggest Hurdles – Apathy and Incumbency

PT welcomes a return from our friend and sales guru, Dan Hudock. Join John Pojeta, from PT, and Dan as they discuss the approaches to help overcome apathy while driving a wedge between the prospect and their current advisor.


Sales Tips for Today from Dan Hudock

Sales guru Dan Hudock and PT’s John Pojeta discuss some of the hurdles sales people are having these days –particularly as a result of the pandemic and the shift to virtual meetings.

Check Out All Podcasts


Be Memorable

As an advisor or a financial services professional, standing out in a crowded field can be a challenge. However, this is one area where we can truly work to differentiate ourselves from our competitors.

Be Memorable White Paper Download



What Can the 749 Teach Us?

In this blog post we look at a significant piece of WWII History and consider as an advisor what lessons you can learn from the 749.

What The 749 can teach us PT Services Blog


The PT Services Group - Appointment Setting - Managed Service Providers

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!


Connect with us today to learn how we can open new doors for your business, or contact John Pojeta, our VP of Business Development, to discuss how The PT Services Group can benefit your business.

John Pojeta


John researches new types of business and manages and initiates strategic, corporate-level relationships to expand exposure for The PT Services Group. John came to The PT Services Group in 2011. Before that, he owned and operated an Ameriprise Financial Services franchise for 16 years.