White Papers

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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…

John Pojeta

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…

John Pojeta

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,…

John Pojeta

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…

John Pojeta

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…

John Pojeta

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.…

John Pojeta

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…

John Pojeta

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….

John Pojeta

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…

John Pojeta

White Papers

The “Be Memorable” Formula: Why and How to Build a Memorable Sales Experience

In this new and exclusive whitepaper, our VP of Business Development, John Pojeta, reveals the powerful formula for a sales experience that resonates with prospects….

John Pojeta

July 11, 2018

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