October 24, 2022
All The Sales Tips You Could Ever Ask For
Earlier this year, The PT Services Group began a new daily video series called “PT Asks Dan.” The series features John Pojeta, our Vice President…
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podcast
PODCAST – Learn How a Specialized Marketing Firm Can Enhance Your Efforts
John Pojeta welcomes owner of 401K Marketing, Rebecca Hourihan. In this podcast they discuss how…
Insight
All The Sales Tips You Could Ever Ask For
Earlier this year, The PT Services Group began a new daily video series called “PT…
podcast
PODCAST – Learn How a Specialized Marketing Firm Can Enhance Your Efforts
John Pojeta welcomes owner of 401K Marketing, Rebecca Hourihan. In this podcast they discuss how…
podcast
Podcast – Learn About Two Dogs Social
Bruce and Jordan Johnston, the father/daughter team behind Two Dogs Social, talk to John Pojeta.…
Insight
Blog Post – Lessons from Dr. House
If you've ever seen House, you'd no doubt agree that no one would ever compliment…
Insight
Blog Post – How To Break Free From Pandemic Barriers And Get Sales Leads
InsuranceNewsNet recently asked John Pojeta, Susan L. Combs and Bryce Sanders about what it takes…
Insights
Videos
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Video
B2B Webinar – Sales Biggest Hurdles- Apathy and Incumbency w/Dan Hudock
Video
B2B Webinar – How to be Memorable
Video
B2B Webinar: Pre-meeting Behaviors and Post-meeting Actions
Video
Client Acquisition Webinar: Why most advisors don’t think and act BIG!
Video
B2B Prospecting Webinar: Separating the Wheat from the Chaff
Video
Webinar: “Level 2” Considerations with your Virtual Platform
Video
Webinar: Virtual and Phone Sales Recap and More
Video
Webinar: Additional Insights into Virtual and Phone Sales
Video
Webinar: More Insights for Virtual and Phone Sales
Video
Webinar: Running Effective Virtual & Phone Appointments
Podcasts
March 7, 2023
PODCAST – Learn How a Specialized Data Company Can Grow Your Insurance Business
PT’s John Pojeta welcomes Founder and CEO of Accupoint Solutions, Gary Weber to the podcast. Accupoint Solutions caters to the Insurance Industry, by providing a…
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White Papers
3 Tactics to Stay Ahead of the Curve
In our latest White Paper, we give you three solid practices to help future-proof your business. They are simple and easy to implement today and…
January 16, 2023
White Papers
5 Sales Trends and How to Put Them to Work Today
At The PT Services Group, we are fortunate to have a front-row seat to the successful sales practices many of our clients employ. Add to…
September 19, 2022
White Papers
5 Ways to Be a Better Leader
If there is one thing that every successful leader can agree upon, it’s that their role is constantly evolving and that the very best leaders…
June 1, 2022
White Papers
Questions That Lead to Sales
When you are on a first sales call, learning more about your prospect can help you better understand their goals, pain points, and processes. However,…
March 15, 2022
White Papers
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…
November 15, 2021
White Papers
Are You Ready to Move from Talking to Acting?
In our latest Whitepaper, PT shares ideas on how to cut through all the chatter and begin to either put those plans into place or…
September 15, 2021
White Papers
Can You Win Your Le Mans?
In our latest White Paper, PT Services shares team building and management lessons that you can learn and implement from the Hollywood blockbuster, Ford vs.…
April 28, 2021
White Papers
Is Finding New Prospects to Generate New Business the Best use of your Time?
The financial advisors and insurance professionals who come to The PT Services Group look beyond their niche to the bigger picture and work to establish…
July 17, 2018
White Papers
FSP Exclusive: Activity Drives Opportunity
New activity elevates every other piece of your sales pipeline. Aggressive, exponential growth is attainable with the right approach and the right kind of activity….
July 16, 2018
White Papers
Different Definitely Matters
In this exclusive whitepaper, John Pojeta, our VP of Business Development, pulls back the curtain on an in-house philosophy and approach we have spent years…
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