Webinar: Insights from the Field

By | June 26, 2019

Taking a departure from the usual webinar format, John and Dan tackle a range of insights from the field to uncover trends in the challenges and obstacles facing PT clients. Since this content is pulled directly from advisors like you, this webinar is likely to give you at least one game-changing takeaway that can improve your sales process today.

If you’re currently a client and have forgotten your password, then click here to send us your name and we will retrieve your password.  If you are new to PT and would like access to this video or would like additional information, then click here and we will be in touch to assist you. Visit PT University for more insights: theptservicesgroup.com/university/

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About the Author/Host

John Pojeta

John Pojeta - Vice President of Business Development

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.

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