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# The PT Services Group

B2B Appointment Setting and B2B Data Collection Programs

## Sitemaps

- [XML Sitemap](https://theptservicesgroup.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Why The PT Services Group Is Proud to Join Channel Programs’ Holidaze Event](https://theptservicesgroup.com/pt-services-group-proud-to-join-channel-programs-holidaze-event/)
- [MSP Marketing](https://theptservicesgroup.com/msp-marketing/)
- [Should You Verify Your Company's LinkedIn Page?](https://theptservicesgroup.com/should-you-verify-your-companys-linkedin-page/)
- [Client Success: A Whole Pie - Not Just a Slice](https://theptservicesgroup.com/client-success-a-whole-pie-not-just-a-slice/) - Setting appointments has been at the heart of The PT Services Group's work for over thirty years. While we know that our clients work with us to grow their books of business through engaging new prospects, ensuring their success is just as important to us as setting appointments. We’d like to give you a Information about services that The PT Services Group offers, including appointment setting, cold calling, marketing, blogs, videos, Crystal Knows, Sales Coaching, and more.
- [Podcast - Investing in Employee Wellness Programs Benefits Everyone](https://theptservicesgroup.com/podcast-flourish-group/) - John speaks with Niki Campbell, founder and CEO of Flourish Wellness Group, about starting a new business and the importance of employee wellness.
- [Help With Second Appointments](https://theptservicesgroup.com/help-with-second-appointments/) - Second appointments – are you struggling with them? At PT, we advocate that first appointments should be a getting-to-know-you opportunity, where you listen to and ask many questions of your prospect. You should leave that first appointment with a better understanding of their needs and pain points. You should also leave that first appointment with Second appointments – are you struggling with them? At PT, we advocate that first appointments should be a getting-to-know-you opportunity, where you listen to and ask many questions of your prospect. You should leave that first appointment with a better understanding of their needs and pain points. You should also leave that first appointment with Are you struggling to land that second appointment? Check out these videos for a boost in the right direction.
- [Podcast - Sharing Wisdom Supports Clients](https://theptservicesgroup.com/sharing-wisdom-supports-clients/) - Learn how a podcast developed during the pandemic by Mitch Haber of One America helped an insurance company support their clients.
- [Introducing Studio PT](https://theptservicesgroup.com/introducing-studio-pt/)
- [Tips for Embracing Innovation](https://theptservicesgroup.com/tips-for-embracing-innovation/)
- [What Ted Lasso Can Teach Us About Marketing](https://theptservicesgroup.com/what-ted-lasso-can-teach-us-about-marketing/)
- [Some News from PT: Trust-Based Appointment Setting](https://theptservicesgroup.com/some-news-from-pt-trust-based-appointment-setting/) - Here at PT, we've been a bit reflective lately, taking a deeper look at what we do, how we serve our clients, and how to best tell others about ourselves. A new concept has been popping up with regularity – "Trust-Based Marketing." The idea was initially developed by Dr. Glen L. Urban, professor and former
- [Prospecting During the Dog Days of Summer](https://theptservicesgroup.com/prospecting-during-the-dog-days-of-summer/) - Savvy salespeople can use this time to build relationships with existing clients and take advantage of creative prospecting opportunities. Read more.
- [B2B Webinar: Pre-meeting Behaviors and Post-meeting Actions](https://theptservicesgroup.com/webinar-meeting-behaviors/) - How to prep., not make assumptions, and how to follow-up for the immediate and long-term. Advice comes from years of successful PT clients who drive success.
- [B2B Webinar - How to be Memorable](https://theptservicesgroup.com/how-to-be-memorable/) - Join John Pojeta for a fast paced 30 minutes on approaches to creating curiosity and intrigue within your clients to help move them to the next appointment.
- [Business Acquisition as a Growth Strategy](https://theptservicesgroup.com/business-acquisition-growth-strategy/) - In this podcast, learn how acquiring businesses or books of business can be a useful growth technique for your business. Listen to the PT Buzz now.
- [PT Asks Dan](https://theptservicesgroup.com/pt-asks-dan-podcast-1/) - We’ve collected 10 of these sales tips into one podcast, that will leave you energized and excited to attack your lead list. Watch as John asks Dan for advice.
- [Learn About RPAG and Their Path to Success](https://theptservicesgroup.com/podcast-rpag/) - RPAG discusses premier technology, training, solutions, and resources for retirement plan advisors and institutions who want to reach their highest potential.
- [Learn About Two Dogs Social](https://theptservicesgroup.com/podcast-two-dogs-social/) - Share how their company works with advisors to elevate their profiles and maximize business growth on social media platforms. Experts in the sector. Listen in.
- [Lessons from Dr. House](https://theptservicesgroup.com/lessons-from-dr-house/) - The hurdle to time and effort isn't ample. Do you implement new ideas, or are you too concerned with the risk; so instead, you only ever talk not act? Read more
- [All The Sales Tips You Could Ever Ask For](https://theptservicesgroup.com/sales-tips-on-youtube/) - Topics range from hiring a sales team to best practices, new trends, unusual approaches, and a wide variety of other topics that lead to great sales.
- [Learn How a Specialized Marketing Firm Can Enhance Your Efforts](https://theptservicesgroup.com/podcast-specialized-marketing-firm/) - We sit down with Rebecca Hourihan from 401K Marketing to discuss how her firm is uniquely positioned to help advisors with their marketing efforts. Listen in.
- [Learn How a Specialized Data Company Can Grow Your Insurance Business](https://theptservicesgroup.com/podcast-grow-your-insurance-business/) - John and Gary discuss AccuPoint Solutions which caters to the Insurance Industry and what differentiates their product from others in the industry. Listen in
- [5 Things to Learn From the World’s Biggest Risk Taker](https://theptservicesgroup.com/5-things-to-learn-from-risk-taker/) - Very relatable lessons when it comes to our industries. Watching Honnold’s process was, in many ways, as interesting as watching his climb. Read more.
- [What To Do When Prospects Lie](https://theptservicesgroup.com/blog-what-to-do-when-prospects-lie/) - Most prospects are not lying to you out of any intentional desire to do you harm or to waste your time. Sometimes, they are trying to be nice. Read now.
- [How Cold Appointments Are Like A First Date](https://theptservicesgroup.com/how-cold-appointments-are-like-a-first-date/) - Like a first date, cold appointments are uncomfortable, but they’re important for building a bigger relationship. Make the most out of the cold appointment.
- [How To Break Free From Pandemic Barriers And Get Sales Leads](https://theptservicesgroup.com/break-free-from-pandemic-barriers/) - InsuranceNewsNet asked John Pojeta and others about what it takes to build a thriving financial practice in today’s world, and this is what they had to say:
- [Master Your Sales Persona To Deliver A Memorable Sales Experience](https://theptservicesgroup.com/master-your-sales-persona/) - Some salespeople are naturals. They can walk into a room, capture the attention of everyone present, and leave a few hours later with a stack of business cards.
- [How to Market your MSP with Dignity](https://theptservicesgroup.com/how-to-market-your-msp/) - While there is no shortage of bad marketing out there, it is possible to aggressively (and effectively) market your MSP business without sacrificing your dignity or tarnishing your reputation.
- [Don’t Make a $50 Million Mistake](https://theptservicesgroup.com/dont-make-a-50-million-mistake/) - Be open to new ideas for every facet of your business. Old ideas won’t take you to new places, and you won’t benefit from new ideas unless you are willing to change.
- [Social Media for the Financial Industry?](https://theptservicesgroup.com/social-media-for-the-financial-industry/) - Historically, the financial services industry has largely stayed away from getting involved in social media for many reasons – fear of losing control.
- [10 Secrets to Succeeding in Cold Appointments](https://theptservicesgroup.com/10-secrets-to-succeeding-in-cold-appointments-2/) - An appointment setting program can be a valuable source of new business for a producer, but the sales scenario is different from a cold call or a referral.
- [Growth Requires Discomfort: Achieving New Levels of Success with Appointment Setting](https://theptservicesgroup.com/growth-requires-discomfort-achieving-new-levels-of-success-with-appointment-setting/) - This article original appeared on ProducersWeb. No pain, no gain. Exercise aficionados have been repeating that mantra for years.
- [What Financial Services Can Learn From Disney World](https://theptservicesgroup.com/financial-services-can/) - Enter a sales conversation with the mindset that it is a unique self-contained opportunity. If we don’t deliver a great sales experience. We missed our shot.
- [B2B Webinar - Sales Biggest Hurdles- Apathy and Incumbency w/Dan Hudock](https://theptservicesgroup.com/sales-biggest-hurdles/) - John Pojeta and Dan Hudock discuss approaches to help overcome apathy while driving a wedge between the prospect and their current advisor. Learn more.
- [Tips for Ransomware Protection](https://theptservicesgroup.com/buzz-tips-for-ransomeware/) - The episode takes a look back at the history of ransomware and quickly jumps into the implications for MSPs and their clients.
- [Podcast - Keys to MSP Security](https://theptservicesgroup.com/blog-keys-to-msp-security/) - Learn more about how MSPs can further improve their ability to detect, prevent and remediate cyberattacks that emerge in the evolving threat landscape.
- [Blog Post - What can The 749 teach us?](https://theptservicesgroup.com/blog-what-can-the-749-teach-us/) - To this day, thinking about the 749 still inspires me and reminds me of my father. As an advisor, what can you implement from this piece of history? Read now.
- [Podcast - What MSPs Need to Know About the Executive Order on Cyber Security](https://theptservicesgroup.com/executive-order-on-cyber-security/) - In this podcast, learn what the President’s Executive Order on Improving Cyber Security means for the private sector, particularly MSPs. Listen now.
- [The Two-Minute Drill](https://theptservicesgroup.com/the-two-minute-drill/) - Our services have provided a key source of new business for our clients, helping them to grow their business and build a pipeline generating sales & referrals.
- [Sales Training: The Two-Minute Drill](https://theptservicesgroup.com/the-two-minute-drill-2/) - Designed to reveal who you and your prospect are as people, stepping briefly away from the business talk to add a deeper dimension to the sales conversation.
- [PT Marketing Offers Exclusive CPA Program](https://theptservicesgroup.com/pt-marketing-offers-exclusive-cpa-program/) - Responding to market demand, PT Marketing now offers a CPA Partnership Program to financial professionals.
- [PT Marketing Offers New Property & Casualty](https://theptservicesgroup.com/pt-marketing-offers-new-property-casualty-calling-program/) - PT Marketing has announced a new appointment-setting program for Commercial Insurance Agents.
- [CPA Match Becoming More Critical](https://theptservicesgroup.com/cpa-match-becoming-more-critical/) - Statistics show that one out of two CPAs will offer financial services in the future to remain competitive; learn how to successfully prospect in this market.
- [PT Marketing Announces Growth in Business Succession](https://theptservicesgroup.com/pt-marketing-announces-growth-in-business-succession-appointment-setting-program/) - PT Marketing launched a Business Succession Pilot Program in 2007; since the program's formal launch in January 2008, the number of clients has doubled.
- [401k Appointment Setting Program Launched](https://theptservicesgroup.com/401k-appointment-setting-program-launched-by-pt-marketing/) - This program identifies businesses with 401k or other qualified plans that are willing to meet & discuss administrative issues associated with plans.
- [CPA Alliance Appointment Setting Program](https://theptservicesgroup.com/cpa-alliance-appointment-setting-program/) - "Program introduces Financial Service & Insurance Professionals to CPAs who have interest in forming strategic alliances.
- [PT Marketing Announces Revenue Generating Opportunities](https://theptservicesgroup.com/pt-marketing-a-leader-in-the-appointment-setting-industry/) - Our Executive Compensation Appointment Setting Program is the perfect marketing tool for the financial services & insurance professionals.
- [CPA Partnerships Appointment Setting Program Announced](https://theptservicesgroup.com/cpa-partnerships-appointment-setting-program-announced/) - Offering CPA Partnerships appointment setting programs to financial services and insurance professionals. Limited time, contact us today.
- [PT Marketing Sponsors Day of Recreation and Learning](https://theptservicesgroup.com/pt-marketing-sponsors-day-of-recreation-and-learning/) - One of many Community Outreach Events which are aimed to bring together local businesses for charitable purposes in supporting the local community.
- [PT Marketing and Pension Analytix Announce Alliance](https://theptservicesgroup.com/pt-marketing-and-pension-analytix-announce/) - Lead generation and appointment scheduling solutions exclusively for the financial services and insurance industry.
- [PT Sponsors Day of Recreation and Learning for Children](https://theptservicesgroup.com/pt-marketing-sponsors-2nd-annual-day-of-recreation-and-learning/) - Business to business marketing: Providers of advanced prospecting solutions exclusively for the financial services & insurance industry.
- [PT Marketing Named #4 Top Place to Work in the Pittsburgh Region](https://theptservicesgroup.com/pt-marketing-named-4-top-place-to-work-in-the-pittsburgh-region/) - Employees have stated: How PT Marketing treats employees & clients, makes working here meaningful to me. Apply today!
- [PT Celebrates 20th Anniversary with Best Place to Work Award](https://theptservicesgroup.com/pt-marketing-group-inc-celebrates-20th-anniversary-with-number-five-best-place-to-work-award/) - The PT Services Group has been ranked as the No. 5 place to work by the Pittsburgh Post-Gazette's annual listing of Pittsburgh’s Top Workplaces.
- [Google AdWords - Do They Work for Insurance Lead Generation?](https://theptservicesgroup.com/google-adwords-do-they-work-for-insurance-lead-generation/) - Using Google AdWords or another pay-per-click keyword strategy is a tool for insurance sales professionals to include in their marketing campaigns.
- [Insurance Sales Professionals: Avoid Social Media Mistakes](https://theptservicesgroup.com/how-to-avoid-social-media-mistakes-as-an-insurance-sales-professional/) - As an insurance sales professional, getting the social media strategy down is not always easy; learn about common pitfalls and how to avoid them.
- [The Important Trait of the "Perfect" Insurance Salesperson](https://theptservicesgroup.com/the-most-important-trait-of-the-perfect-insurance-salesperson/) - The most important trait of a “perfect salesperson” is the ability to form genuine, close relationships with clients that result in repeat business.
- [The Importance of Building Your Personal Brand for Success](https://theptservicesgroup.com/the-importance-of-building-your-personal-brand-for-success/) - Your personal brand is separate from your company’s brand, and it is up to you to build this essential brand for yourself.
- [5 Questions to Ask to Improve Your Next Email Campaign](https://theptservicesgroup.com/5-questions-to-ask-yourself-to-improve-your-next-email-campaign/) - To avoid having your marketing emails trashed before they are read, ask yourself these five questions before you send out your next campaign.
- [The Top 3 Insurance Sales Mistakes](https://theptservicesgroup.com/the-top-3-insurance-sales-mistakes-and-what-can-be-learned-from-them/) - Here are some of the mistakes that insurance salespeople commonly make, especially when they are relatively new to the industry, and how they can be overcome.
- [How to Use LinkedIn to Generate Business Intelligence](https://theptservicesgroup.com/how-to-use-linkedin-to-generate-business-intelligence/) - The PT Services Group offers tips for using LinkedIn, a B2b site which can help insurance sales professionals establish a well-connected online presence.
- [Tips for Keeping Stress at Bay as an Insurance Sales Professional](https://theptservicesgroup.com/1110/) - As a business professional, stress provides an annoying but manageable distraction from your work; learn how to manage your stress with these tips.
- [Prove You Are Worth It - Dealing with Pricing Objections](https://theptservicesgroup.com/prove-that-you-are-worth-it-dealing-with-pricing-objections/) - Dealing with pricing objections can prove daunting, but these tips can help you handle this situation in a professional, prepared manner.
- [The 80/20 Rule - Build Better Relationships with Clients](https://theptservicesgroup.com/1120/) - As an insurance sales professional, the 80/20 rule states that 80% of your business comes from 20% of your contacts.
- [Can Social Media Generate New Business for Insurance Agents?](https://theptservicesgroup.com/is-social-media-right-for-insurance-agents-can-it-really-bring-new-business/) - Social Media can help insurance agents establish an online presence and expand their business opportunities by networking with like-minded individuals.
- [Using Business Intelligence to Recruit Rockstar Sales Talent](https://theptservicesgroup.com/using-business-intelligence-to-recruit-superstar-sales-talent/) - Business Intelligence is a financial investment, but the right staff can maximize its potential, turning huge profits for your business.
- [Top 6 Business Intelligence Mistakes to Avoid (Part 2 of 2)](https://theptservicesgroup.com/top-6-business-intelligence-mistakes-to-avoid-part-2-of-2/) - The PT Services Group offers tips to help you learn how to avoid common mistakes when using business intelligence for your company.
- [Top 6 Business Intelligence Mistakes to Avoid (Part 1 of 2)](https://theptservicesgroup.com/top-6-business-intelligence-mistakes-to-avoid-part-1-of-2/) - When used properly, a business intelligence program can produce huge gains; learn how to properly utilize business intelligence for your company.
- [The Lost Art of the Handwritten Note](https://theptservicesgroup.com/the-lost-art-of-the-handwritten-note-when-dealing-with-potential-prospects/) - Make yourself stand out from other insurance sales professionals by writing a handwritten note—a lost art in today's technology-first world.
- [The Importance of the Long Term](https://theptservicesgroup.com/the-importance-of-the-long-term/) - Overlooking the potential of long-term prospects and failing to nurture them to the best of your ability is a huge and costly mistake; learn to avoid it here.
- [Using Business Intelligence Part 4: The First Appointment](https://theptservicesgroup.com/using-business-intelligence-part-4-the-first-appointment/) - As part of a business intelligence program, the first appointment is crucial for establishing a successful relationship; learn how to handle this task here.
- [Using Business Intelligence Part 3: Maximize Conversion](https://theptservicesgroup.com/using-business-intelligence-part-3-maximize-conversion/) - Learn how to effectively utilize business intelligence to maximize conversion rates of leads for your business.
- [Using Business Intelligence Part 2: Preparation and Method](https://theptservicesgroup.com/using-business-intelligence-part-2-preparation-and-method/) - With proper preparation and method, business intelligence from The PT Services Group can significantly boost your business; learn more here.
- [Finding Your Way to Use Business Intelligence](https://theptservicesgroup.com/finding-your-way-to-use-business-intelligence/) - Using a business intelligence provider like The PT Services Group can open the door to introduce you to business owners who need advice from a professional.
- [Qualified Plan Call Helps VP Expand Business Nationally](https://theptservicesgroup.com/qualified-plan-call-helps-pennsylvania-vp-expand-business-nationally/) - The PT Services Group customizes its services to fit a client's unique needs, developing an appointment setting program for qualified plans.
- [Appointment Setting Produces Big Return for Two Specialists](https://theptservicesgroup.com/appointment-setting-produces-big-return-for-two-executive-compensation-specialists/) - The PT Services Group helps two business professionals set appointments, giving them the time and opportunity they need to grow and prosper.
- [Appointment Setting Revives a Pipeline](https://theptservicesgroup.com/a-property-casualty-insurance-professional-uses-appointment-setting-to-revive-his-pipeline/) - The PT Services Group helps a property and casualty insurance expert revive his pipeline, facilitating his success now and into the future.
- [Making the CPA Numbers Work](https://theptservicesgroup.com/making-the-cpa-numbers-work/) - 1 out of 2 CPAs will offer financial services in the future to remain competitive. How can you as an agent prospect successfully in this market?
- [A 43-Year Veteran Discovers New Opportunities](https://theptservicesgroup.com/a-43-year-financial-services-veteran-discovers-new-opportunities-with-appointment-setting/) - The PT Services Group set 65 appointments in one year for a veteran business professional to help him establish a pipeline of new prospects for his business.
- [Data Collection Wins Insurance Marketing Director Promotion](https://theptservicesgroup.com/data-collection-wins-an-insurance-marketing-director-a-promotion/) - The PT Services Group assessed a business professional's needs and developed a customized business intelligence gathering program for his company.
- [Employee Benefits Consultant Struggles to Grow Business](https://theptservicesgroup.com/a-fort-worth-tx-employee-benefits-consultant-struggles-to-generate-new-business/) - The PT Services Group helps an employee benefits consultant utilize appointment setting and lead generation services to grow his business.
- [Our New Image - A Message from Our CEO](https://theptservicesgroup.com/our-new-image-a-message-from-our-ceo/) - The PT Services group recently partnered with Ideahaus, a creative communications boutique, to develop a new brand identity and a new website.
- [A 24-Year Veteran Almost Gives-Up on Appointment Setting](https://theptservicesgroup.com/a-24-year-veteran-almost-gives-up-on-appointment-setting-almost/) - A health and wellness specialist with over 24 years of professional experience uses The PT Services Group to find targeted prospects.
- [Award-Winning Appointment Setting Firm Expands](https://theptservicesgroup.com/award-winning-appointment-setting-firm-expands-rebrands-as-the-pt-services-group/) - PT Marketing Group, recently named one of the Top Workplaces in Pittsburgh by the Pittsburgh Post-Gazette, rebranded itself as The PT Services Group.
- [Cold Calling: A Four-Step Process](https://theptservicesgroup.com/cold-calling-a-four-step-process/) - Remember, cold calling is both a skill and a process. It takes practice, and it can take time. The rewards, however, can be quite significant.
- [401KStudy Group Interviews The PT Services Group](https://theptservicesgroup.com/401k-study-group-interviews-the-pt-services-group/) - The 401K Study Group interviews innovators in the qualified retirement plan space and recently featured our very own John Pojeta and Jason Levy.
- [Black Bag Questions](https://theptservicesgroup.com/black-bag-questions/) - Our services have provided a key source of new business for our clients, helping them to grow their business.
- [Upfront Agreements](https://theptservicesgroup.com/upfront-agreements/) - The PT Services Group is committed to helping you open the doors to new prospects and new business.
- [Business Philosophies](https://theptservicesgroup.com/business-philosophies/) - Our services have provided a key source of new business for our clients, and this is your chance to achieve similar levels of success.
- [Consistently Excellent: The PT Services Group Places in the Top 10 for Pittsburgh's Top Workplaces for a Third Consecutive Year](https://theptservicesgroup.com/consistently-excellent-the-pt-services-group-places-in-the-top-10-for-pittsburghs-top-workplaces-for-a-third-consecutive-year/) - At The PT Services Group, all employees are treated as stakeholders and are active participants in deciding the direction and development of the company.
- [The PT Services Group Partners with the 401K Coach](https://theptservicesgroup.com/the-pt-services-group-partners-with-the-401k-coach/) - The PT Services Group has formed a partnership with the 401K Coach, an organization which provides a curriculum for professionals to better their practice
- [5 Reasons Why You’re Not Converting Prospects to Clients](https://theptservicesgroup.com/5-reasons-why-youre-not-converting-prospects-to-clients/) - There are a number of possible pitfalls to avoid during the first meeting with a client.
- [3 Essential Pieces of Your Storyboard](https://theptservicesgroup.com/3-essential-pieces-of-your-storyboard-by-john-pojeta-vp-business-development/) - One of the first steps in our process is to establish a storyboard that represents who they are, what they do, and what makes them different from their competition
- [White Paper: The Keys to Building a Well-Rounded Sales Pipeline](https://theptservicesgroup.com/white-paper-the-keys-to-building-a-well-rounded-sales-pipeline/) - For your business to experience consistent growth, you need to build a pipeline that drives sales and referrals.
- [PT on INN: Appointment Setting Can Build A Well-Rounded Sales Pipeline](https://theptservicesgroup.com/pt-on-inn-appointment-setting-can-build-a-well-rounded-sales-pipeline/) - We analyze the strategies and tactics that one producer used to successfully integrate appointment setting into his sales pipeline..
- [Insider Tips for a Business-Owner Pipeline](https://theptservicesgroup.com/insider-tips-for-a-business-owner-pipeline/)
- [The B2B Cold Appointment Challenge: How to Prepare](https://theptservicesgroup.com/the-b2b-cold-appointment-challenge-how-to-prepare/) - Do not make the mistake of treating a cold appointment like a referral because the sales situations are starkly different.
- [Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances](https://theptservicesgroup.com/making-the-numbers-work-unlocking-the-new-business-potential-of-cpa-alliances/)
- [Appointment Setting: Expectations and the Big Picture](https://theptservicesgroup.com/appointment-setting-expectations-and-the-big-picture/)
- [What the Future of Practice Management Looks Like for Producers](https://theptservicesgroup.com/what-the-future-of-practice-management-looks-like-for-producers/) - Whenever producers talk about the future of the insurance and financial planning industries, the conversation often involves market trends.
- [Sales—Not Service—Drives Customer Loyalty](https://theptservicesgroup.com/sales-not-service-drives-customer-loyalty/)
- [Energize Your Sales Process with an Ideavirus](https://theptservicesgroup.com/energize-your-sales-process-with-an-ideavirus/)
- [Seeing the Opportunity in Chaos](https://theptservicesgroup.com/seeing-the-opportunity-in-chaos/)
- [4 Tips for Surfing the Barrel](https://theptservicesgroup.com/4-tips-for-surfing-the-barrel/)
- [Everything You Know About Partnerships is Wrong](https://theptservicesgroup.com/everything-you-know-about-partnerships-is-wrong/)
- [Quality Counts: A Proven Process for Finding Quality Prospects](https://theptservicesgroup.com/quality-counts-a-proven-process-for-finding-quality-prospects/)
- [PT Named a 2016 Top Workplace](https://theptservicesgroup.com/pt-named-a-2016-top-workplace/)
- [When Times are Hard, Sell](https://theptservicesgroup.com/when-times-are-hard-sell/)
- [Do the Math: The Hard Realities](https://theptservicesgroup.com/do-the-math-the-hard-realities/) - If you are chasing B2B opportunities where the sales are potentially large, appointment setting is the clearest, most direct path to growth. Read more.
- [The Myth of Under-Promising](https://theptservicesgroup.com/the-myth-of-under-promising/)
- [Sell Me This Pen](https://theptservicesgroup.com/sell-me-this-pen/)
- [Luck is Where Preparation Meets Opportunity](https://theptservicesgroup.com/luck-is-where-preparation-meets-opportunity/) - Preparing for that first meeting is critical. A lucky break is forged by thorough planning and lots of practice. Luck is where preparation meets opportunity
- [Beyond Sales: The Power of Why](https://theptservicesgroup.com/beyond-sales-the-power-of-why/) - The power of why. Starting with why in any interaction can lead to better results. There’s too much at stake in your business to leave someone guessing.
- [Escape the Lukewarm Sales Rut](https://theptservicesgroup.com/escape-the-lukewarm-sales-rut/) - A lukewarm sales experience can dramatically limit your growth potential, especially as competition for high-value clients continues to increase.
- [How to Market with Dignity](https://theptservicesgroup.com/how-to-market-with-dignity/) - Exponential growth does not have to come at the cost of your reputation or character.
- [Stay on the Line: To the Moon and Back](https://theptservicesgroup.com/stay-on-the-line-to-the-moon-and-back/) - A moon-shot is the culmination of a big plan and continuous small adjustments.
- [Opportunity Creation: 5 Ways to Grow Your Business](https://theptservicesgroup.com/ways-to-grow-your-business/) - If you are happy with your business and your rate of growth, that’s fine! If you want to be the rainmaker, you need to build a pipeline that goes beyond referrals and upsells to existing clients.
- [Four Ways You May Be Missing the Human Touch](https://theptservicesgroup.com/four-ways-you-may-be-missing-the-human-touch/) - How you connect with your prospects and clients on a human level will always be important and can end up making a big difference in your business.
- [Sales Roleplay: Decision Makers](https://theptservicesgroup.com/sales-roleplay-decision-makers/) - This sales roleplay walks through an example of how you can effective guide an early sales conversation to address decision makers.
- [Webinar: How to Develop Pain Without Being One](https://theptservicesgroup.com/webinar-how-to-develop-pain-without-being-one/) - Establishing the need for your service without offending or spooking a prospect. Watch the B2B Webinar by PT Services.
- [Rethink Your First Client Meeting and Go Digital](https://theptservicesgroup.com/rethink-your-first-client-meeting-and-go-digital/) - Though remote meeting tools are fairly common in broader business applications, we are still seeing very few advisors using them at all. Read more...
- [The Secret to Your True Potential Is Fried Chicken](https://theptservicesgroup.com/the-secret-to-your-true-potential-is-fried-chicken/) - These advisors looked around, saw how they were doing relative to other advisors, and used that to measure their success and their ability. Read more.
- [Sales Roleplay: Discussing Budget](https://theptservicesgroup.com/sales-roleplay-discussing-budget/) - In the budget phase, you also want to identify as many potential obstacles and roadblocks as you can so that you can effectively address them.
- [Webinar: Decision Making the Who and the How](https://theptservicesgroup.com/webinar-decision-making-the-who-and-the-how/) - By addressing decision makers strategically, you can maintain control of the sale and avoid a number of pitfalls. Watch the video to learn more
- [Webinar: How to Discuss Budget with a Prospect](https://theptservicesgroup.com/webinar-how-to-discuss-budget-with-a-prospect/) - How do you discuss all-things budget with a prospect in a way that actually drives the sale forward? Watch the video to learn more.
- [Embrace Confrontation:  To do better, be better](https://theptservicesgroup.com/embrace-confrontation-to-do-better-be-better/) - Avoiding confrontation is a natural human tendency, but how we handle a confrontation can become a defining moment for a relationship.
- [Sales Training: The 30-Second Commercial](https://theptservicesgroup.com/the-30-second-commercial-2/) - Using this in the final phase of the sales process to bookend the conversation in such a way that the value you bring is re-emphasized and clearly defined.
- [Sales Training: Upfront Agreements](https://theptservicesgroup.com/sales-training-upfront-agreements/) - Business conversation upfront agreements are an opportunity to bring down the walls between you and the buyer. Watch this video to learn more.
- [Sales Training: Black Bag Questions](https://theptservicesgroup.com/b2b-sales-black-bag-questions/) - Make it easier to begin a conversation with a business owner and transition more naturally into the later stages of your sales process.
- [Sales Training: Business Philosophies](https://theptservicesgroup.com/business-philosophies-2/) - Our sales trainer Dan Hudock talks about how exploring business philosophies can help you find common ground with a prospect.
- [Sales Training: How to Get More Second Meetings](https://theptservicesgroup.com/more-second-meetings/) - This B2B Video covers how to open the meeting with an up-front contract, always asking for the next appointment and everything in between. Watch now.
- [Sales Training: How to Overcome - “I love my broker!”](https://theptservicesgroup.com/sales-training-i-love-my-broker/) - Explore how to get the buyer to be truthful about the current relationship and approaches to starting a prudent process with the prospect. Watch now.
- [Sales Training: How to Develop Pain](https://theptservicesgroup.com/sales-training-how-to-develop-pain/) - The key in starting a process with any prospect is developing pain in their current behaviors to provide motivation for a second appointment. Learn more.
- [Sales Training: Long-Term Prospect Management](https://theptservicesgroup.com/sales-training-prospect-management/) - We will set the stage with real client examples of how to handle “Not Now.” Watch this webinar to explore ways to stay in front of them and to be Top of Mind.
- [5 Ways to Fix the Blind Spot Inside Your Business](https://theptservicesgroup.com/blind-spot-inside-your-business/) - Advisors, regardless of their location or target market, have the same blind spot, and that blind spot is lurking inside of their businesses, under their noses.
- [Sales Roleplay: How to Close a Meeting](https://theptservicesgroup.com/how-to-close-a-meeting/) - In this webinar we tackle multiple variations of a meeting close, ranging from easy to hard. In this step, we lean on the upfront contract that was established at the top of the meeting. Watch this video to learn more.
- [How to Acquire Prospects When You Don’t Like to Prospect](https://theptservicesgroup.com/how-to-acquire-prospects/) - If prospecting does not come naturally to you, you may want to explore these ideas in your quest for new clients. A fear of prospecting is not so secretly a fear of rejection.
- [When Referrals Aren’t Enough: The Math Behind a Good Sales Pipeline](https://theptservicesgroup.com/a-good-sales-pipeline/) - Most business owners and sales people agree on the importance of a solid pipeline, but few actually do the math on how much activity they need.
- [Webinar: Questioning Skills](https://theptservicesgroup.com/b2b-webinar-questioning-skills/) - In this webinar, Dan and John explore the skills and strategies you need to ask effective questions during your sales process.
- [Webinar: Great Appointments - Why am I Not Closing More?](https://theptservicesgroup.com/b2b-webinar-closing-more/) - In this webinar, we talk about the common stumbling blocks advisors face when taking appointments and how they can adjust their sales process to capture more of these unique sales opportunities.
- [8 Laws of Hiring an Appointment Setting Firm](https://theptservicesgroup.com/appointment-setting-firm/) - If you take these laws of appointment setting to heart, you can add a game-changing source of new prospects and new revenue to your marketing mix.
- [Webinar- Attitude and How it Relates to Sales](https://theptservicesgroup.com/new-business-and-attitude/) - In this webinar, Dan and John talk about the part of sales that can dramatically improve or decrease the impact of your sales techniques: Attitude. In their discussion, they breakdown fundamental ideas on attitude and how it relates to sales.
- [Webinar-PA Alliances: How to Structure the Relationship](https://theptservicesgroup.com/cpa-alliances/) - John Pojeta from PT and our guest speaker, Jeff Thompson, from ECA Marketing, to discuss areas such as revenue sharing, unique strategy offers such as distribution solutions, Continuing Professional Education (CPE) Training, and joint marketing efforts.
- [Webinar: Building a Team: Hiring and Training People to Sell](https://theptservicesgroup.com/training-people-to-sell/) - John and Dan talk about how you should think about your sales teams and the best practices for hiring the right talent and setting them up for success.
- [5 Ways to Get a Better Client Fit](https://theptservicesgroup.com/get-a-better-client-fit/) - In competitive spaces like ours, the temptation to achieve growth at any cost is powerful. That doesn’t have to mean doing something nefarious or unethical. Little compromises, like taking on a client who isn’t a good fit for your practice, can add up to big challenges for your business.
- [Webinar: Building a Team - Hiring and Training People to Sell](https://theptservicesgroup.com/hiring-and-training-people-to-sell/) - In this B2B webinar, we explore the process of building an effective B2B sales team, drawing upon our experiences with our own sales team, the insights we've gleaned from our clients around the country,
- [Webinar- Storytelling](https://theptservicesgroup.com/b2b-storytelling/) - Dan Hudock, our sales coach, partners up with John Pojeta to talk about how storytelling affects sales and how you can improve your own storytelling skills.
- [Webinar: How Your Business Can Stand Out](https://theptservicesgroup.com/your-business-can-stand-out/) - From research to execution, in this webinar, Brad dives deep into what you can do to overhaul your sales pipeline.
- [3 Ways to Earn More Than Beer Money](https://theptservicesgroup.com/3-ways-to-earn-more/) - Most advisors and business owners in general approach business planning and projections for a new year with the same excitement they bring to a dentist visit.
- [5 Ways to Make LinkedIn Work for You](https://theptservicesgroup.com/make-linkedin-work/) - We advisors hear how powerful social media is so frequently that many of us have stopped believing in it. Learn about how to make LinkedIn work for you.
- [How to Prepare for PT Appointments](https://theptservicesgroup.com/prepare-for-pt-appointments/) - We take a deep dive into how to prepare for a PT appointment. Join Jason and Dan as they discuss how to prepare for a PT appointment.
- [Why MSPs Must Turn Down the Data Volume](https://theptservicesgroup.com/turn-down-the-data/) - As technology pros, it's tempting to collect every scrap of information related to your business. Here's why that can be a bad idea.
- [How to Overcome Your ‘Urgency Addiction’](https://theptservicesgroup.com/urgency-addiction/) - Overcome your urgency addiction and capitalize on opportunities that your competitors will not have the patience or grit to seize.
- [Webinar- Asking for Referrals from Clients and Prospects](https://theptservicesgroup.com/asking-for-referrals/) - Dan Hudock, our sales coach, partners up with Jason Levy to talk about how to ask for referrals and how you can improve your referral pipeline.
- [Webinar: The 7 Deadly Mistakes MSP Salespeople Make](https://theptservicesgroup.com/mistakes-msp-salespeople-make/) - In this webinar, Brad Stoller shares his insights from the field, gleaned from his own sales experience as well as the experiences of our MSP clients.
- [Webinar- How to Address Price](https://theptservicesgroup.com/how-to-address-price/) - In this exclusive webinar, Dan and John breakdown how to address price in a sale with insights not commonly discussed in traditional sales processes.
- [When to Trust an Expert](https://theptservicesgroup.com/trust-an-expert/) - Experienced insurance advisors are often jaded. They have faced good times and bad. They have endured bad deals. And they have been bitten by empty promises.
- [Beyond referrals – Building a powerful MSP pipeline](https://theptservicesgroup.com/msp-pipeline/) - Referrals are an important part of a sales pipeline, but you should be wary of them becoming one of your primary sources of prospects.
- [Webinar-A Better Approach to Goal-Setting](https://theptservicesgroup.com/b2b-goal-setting/) - In this webinar, Dan and John explore more advanced approaches to goals and share how they have seen these approaches directly impact sales performance.
- [Webinar: 5 Easy Ways to Bring in More Clients](https://theptservicesgroup.com/bring-in-more-clients/) - In this webinar, Brad Stoller highlights some of the straightforward growth opportunities that many MSPs miss.
- [More Than a Fancy Office: Forge An Elite Advisor Reputation](https://theptservicesgroup.com/elite-advisor-reputation/) - How do prospects know that you are one of the top advisors in their region? Your approach to your business must be elite in order to forge an elite reputation.
- [The Power of Client Fit](https://theptservicesgroup.com/msp-pipeline-2/) - A truly perfect client fit may be a fairy tale. Every relationship will at some point have conflict and tension, but pursuing the ideal fit is good business.
- [How to Grow Your MSP Business in an Ultra-Competitive Market](https://theptservicesgroup.com/how-to-grow-your-msp-business/) - In this webinar, Brad Stoller has a frank discussion of these realities and talks about the next-level strategies that can help you find success.
- [Webinar-The Growth Potential of Dream Boards](https://theptservicesgroup.com/b2b-growth-potential/) - In this exclusive webinar, John and Dan explore using dream boards to augment goal setting and to frame your mindset when you approach sales.
- [Webinar - First Impressions](https://theptservicesgroup.com/b2b-first-impressions/) - In this webinar, John and Dan break down a repeatable, reliable process for making the first 5 minutes of a meeting memorable and impactful for a prospect.
- [Appointment Setting - The Top 7 Considerations](https://theptservicesgroup.com/top-7-considerations/) - In this PT exclusive webinar, John talks about the best way to approach an appointment setting program.
- [3 Numbers You Aren’t Tracking (and Should)](https://theptservicesgroup.com/3-numbers-you-should-track/) - With this valuable tracking in place you will gain new understanding of your business and therefore be better equipped to reach new goals.
- [Webinar: Developing Prospect Pain](https://theptservicesgroup.com/developing-prospect-pain/) - In this exclusive webinar John and Dan explore best practices for uncovering and developing pain with your sales process.
- [4 Ways to Build Customer Loyalty with Your Sales Process](https://theptservicesgroup.com/4-ways-to-build-customer-loyalty/) - When you wow your customers and are proactive about their needs, you build a powerful sense of loyalty that boosts retention.
- [Webinar: Appointment Setting – What Makes a Compelling Story](https://theptservicesgroup.com/appointment-setting-a-compelling-story/) - With years of cold calling under our belt, we have refined what this means. Don’t miss out on new business because of your story. Watch this webinar.
- [Advisor Insight Series: Erika Bylund](https://theptservicesgroup.com/advisor-insight-erika-bylund/) - Erika Bylund, co-founder of Point Sur Wealth Management talks about her past and current experiences with lead generation and appointment setting services.
- [Advisor Insight: Erika Bylund](https://theptservicesgroup.com/advisor-insight-erika-bylund-2/) - Client testimonial: Co-founder of Point Sur Wealth Management. She talks about her past and current experiences with lead generation and appointment setting.
- [4 Ways to escape the new business turtle position](https://theptservicesgroup.com/the-new-business-turtle-position/) - Most MSP business owners desire growth. They want to bring in more MSP new business. They want new sources of referrals. They want to have a bigger impact.
- [6 Ways to Capture the Rewards Hiding in the Unknown](https://theptservicesgroup.com/capture-the-rewards/) - The biggest opportunities lie in places where you are not currently engaged. How can you break out of your hesitation and take smart risks? Here are 6 ways.
- [Webinar: Overcoming the Top 5 Prospect Objections](https://theptservicesgroup.com/top-5-prospect-objections/) - John and Dan breakdown the top 5 objections salespeople are likely to hear and discuss tactics and strategies for overcoming them.
- [Is Talent Temptation Hurting Your Sales Pipeline?](https://theptservicesgroup.com/hurting-your-sales-pipeline/) - When it comes to growing a business, talent can be both a blessing and a curse. Having natural talents can influence the choices we make and impact business.
- [B2B Webinar | Skewering the Incumbent](https://theptservicesgroup.com/skewering-the-incumbent/) - Dan and John dive deep into the incumbent dynamic and how you can build a sales process that puts you in a position to out-maneuver and out-sell the incumbent.
- [When Being an Elite Advisor Works Against You](https://theptservicesgroup.com/elite-advisor/) - Self-confidence can help. It can also hurt. When being an elite advisor works against you.
- [Webinar: 3 Ways to Kill the Sale](https://theptservicesgroup.com/kill-the-sale/) - In this exclusive webinar, John and Dan walk through the three most common sales mistakes advisors make when taking an appointment.
- [3 Sales Insights From the World of Chess](https://theptservicesgroup.com/3-sales-insights/) - Sales can feel a lot like a chess game. Careful consideration and a thoughtful approach to how you move and develop the engagement in your favor.
- [Webinar: Insights from the Field](https://theptservicesgroup.com/insights-from-the-field/) - This exclusive webinar is likely to give you at least one game-changing takeaway that can improve your sales process today.
- [When Getting The Boot Leads To A Sale](https://theptservicesgroup.com/leads-to-a-sale/) - This story illustrates how counterintuitive a sales pipeline sometimes can be. One of our advisor clients specializes in working with farms.
- [World Class Growth Checklist](https://theptservicesgroup.com/world-class-growth-checklist/) - From professional athletes to world-class musicians, some iteration of the mantra “the game is won in practice” gets tossed about by coaches and commentators.
- [Webinar: Assertive Vs. Pushy](https://theptservicesgroup.com/assertive-vs-pushy/) - We explore the balance between being assertive and being pushy and discuss how to challenge your prospect without being disrespectful or overbearing.
- [Addressing Unspoken Obstacles in Sales](https://theptservicesgroup.com/obstacles-in-sales/) - You might not see them, but they can sink your ship if you do not figure out where they are and learn to maneuver around them. Read more.
- [The Value of Prospects Who Don’t Close](https://theptservicesgroup.com/prospects-who-dont-close/) - Sometimes, the best prospects are the ones who, originally, got away. We can overlook the potential return of a prospect who does not quickly become a client.
- [Webinar: Building Trust in the First 5 Minutes](https://theptservicesgroup.com/building-trust-in-the-first-5-minutes/) - Dan and John talk about how the early minutes of a sale set the tone for what follows. Learn how to lay a strong foundation for trust.
- [4 Tips for Unseating the Incumbent Advisor](https://theptservicesgroup.com/4-tips-for-incumbent-advisor/) - Early on in the growth of your business, the wins can often come quickly and easily. Unseating the incumbent should become a regular part of your sales process.
- [The 4 Voices in a Sales Conversation](https://theptservicesgroup.com/4-voices-in-a-sales-conversation/) - The most successful sales meetings are conversations where the salesperson listens to understand and quiets their competing inner voices. Read more.
- [Webinar: How to Handle “We Really Like Our Current Advisor!”](https://theptservicesgroup.com/our-current-advisor/) - John and Dan explore practical, field-tested techniques so that you can directly tackle the obstacle and move the prospect closer to becoming a client.
- [4 Steps for Unseating a Competing MSP](https://theptservicesgroup.com/unseating-a-competing-msp/) - To close the sale, you not only have to convince them to work with you, but you also have to convince them to leave behind an existing relationship. Read more.
- [To Close More Sales, Open This](https://theptservicesgroup.com/to-close-more-sales/) - Approaching sales with an open mind can be deceptively difficult. After all, most advisors would consider themselves open-minded individuals. Read more..
- [3 Hidden Reasons Advisors Avoid Marketing](https://theptservicesgroup.com/3-hidden-reasons-advisors-avoid-marketing/) - Take a fresh look at your business and your goals. Build a plan for a successful future that can far outshine the returns you’re getting today. Read more.
- [Webinar: How Competitors Sell and How That Affects You](https://theptservicesgroup.com/how-competitors-sell/) - If your sales process does not address the way your competitors engage prospects, you will struggle to close prospects. Learn more in this exclusive webinar.
- [The Magic of B.A.M.F.A.M.](https://theptservicesgroup.com/b-a-m-f-a-m/) - Waiting until after the meeting ends often devolves into a game of email and phone tag an extended back-and-forth exchange of dates and times mixed with delays.
- [3 Big Marketing Developments for MSPs](https://theptservicesgroup.com/marketing-developments-for-msps/) - Thanks to our MSP clients, we’ve gained some key insights into how the most successful salespeople in the industry are catering to today’s prospects.
- [Top 3 Marketing Developments for Advisors](https://theptservicesgroup.com/developments-for-advisors/) - Good news here is that even in the face of challenging conditions, advisors are breaking into markets & capturing new business, new prospects, and new revenue.
- [3 tools for coaxing the truth out of prospects](https://theptservicesgroup.com/truth-out-of-prospects/) - When we’re on the sales side of the conversation, it’s our responsibility to cut through the white lies and reach the truth; tips to get prospects to open up.
- [Webinar: How to Keep Prospects from Sharing Your Pricing](https://theptservicesgroup.com/prospects-share-your-pricing/) - You give your clients an insight into your business that is easily shared with the incumbent and your other competitors. Learn more in this exclusive webinar.
- [Webinar: Top 10 Things to Stop Doing on Sales Appointments](https://theptservicesgroup.com/stop-doing-on-sales-appointments/) - Quickly identify and correct common sales missteps to make your next sales appointment more effective and potentially more profitable.
- [To Sell More, Replace Pain with Optimism](https://theptservicesgroup.com/sell-more-replace-pain/) - To make the sale, we have to identify and illuminate the problem that we can solve; challenging our prospect to look at the dark corners of their business.
- [How to Change the Tone of the Sales Conversation](https://theptservicesgroup.com/tone-of-the-sales-conversation/) - Examine opportunities to provide value within a framework of optimism. Instead of talking about what went wrong in the past, we focus on what could go right.
- [What To Do When Prospects Lie](https://theptservicesgroup.com/when-prospects-lie/) - Put gently, prospects will often tell us what they think we want to hear. More grizzled sales veterans often go as far as to bluntly say, “Prospects lie.”
- [Lessons from a Prospect](https://theptservicesgroup.com/lessons-from-a-prospect/) - Every decision maker must be open to learning. If you don’t ask the right questions, you won’t get the best answers. Accept ignorance and commit to overcome it.
- [Webinar: Body Language and Sales!](https://theptservicesgroup.com/body-language-and-sales/) - Dan and John talk about how you can use body language in person and on the phone to put your prospect at ease and to make your discussion more impactful.
- [Know Your Personnel](https://theptservicesgroup.com/know-your-personnel/) - Want to build a great team? Know your personnel. Who should be where, who does what, and who on your team should go? This knowledge makes the difference.
- [The Secret to Getting the Most Out of MSP Conferences](https://theptservicesgroup.com/msp-conferences/) - An appointment setting firm, we benefit from a direct window into MSPs all over the country. Inevitably, we come across clients who are outpacing competition.
- [Webinar: A Deep Dive on the Pain Step](https://theptservicesgroup.com/webinar-the-pain-step/) - John & Dan revisit the process of finding pain and use an in-depth roleplay to demonstrate how techniques for finding pain might play out on a real sales call.
- [When One Idea Is Better Than a Dozen](https://theptservicesgroup.com/one-idea-is-better-than-a-dozen/) - As an appointment-setting firm, we have a direct window into the businesses of advisors from around the country which provides valuable B2B insights.
- [A Perfect Marketing Plan is Hard to Find](https://theptservicesgroup.com/a-perfect-marketing-plan/) - The most successful MSPs build and improve their pipelines over time. They start an appointment setting program and layer in new activities and adjustments.
- [Webinar: Running Effective Virtual & Phone Appointments](https://theptservicesgroup.com/effective-virtual-appointments/) - Remote-only schedules, this is an opportunity to revisit these topics as most of us don't have recent, relevant experience running virtual meetings. 
- [Webinar: More Insights for Virtual and Phone Sales](https://theptservicesgroup.com/effective-virtual-appointments-2/) - Adapting your sales process to the realities of phone or virtual appointments. More steps you can take to make every opportunity with a prospect count.
- [Webinar: Additional Insights into Virtual and Phone Sales](https://theptservicesgroup.com/additional-insights-virtual-appointments/) - As the COVID-19 crisis continues to force businesses to adjust to working remotely, these tactics and tips are crucial to making every prospect count.
- [Webinar: Virtual and Phone Sales Recap and More](https://theptservicesgroup.com/more-insights-virtual-appointments/) - John and Dan are back for another exclusive webinar on virtual and phone sales. This is a continuation of our recent series on this approach to sales.
- [Webinar: “Level 2” Considerations with your Virtual Platform](https://theptservicesgroup.com/next-level-of-virtual-sales/) - Dan and John wrap up the virtual series with a conversation around marketing into troubled times along with some considerations with your virtual platform.
- [Podcast: How to Approach a Non-technical Decision Maker](https://theptservicesgroup.com/non-technical-decision-maker/) - To help ring in Managed Service Provider Day 2020, we teamed up on a podcast to talk sales and how to approach a non-technical decision maker. Listen here.
- [Reasons Financial Advisors Avoid Marketing](https://theptservicesgroup.com/advisors-avoid-marketing/) - Take a fresh look at your business and your goals. Build a plan for a successful future that can far outshine the returns you’re getting today. Read more.
- [How to Approach a Non-technical Decision Maker](https://theptservicesgroup.com/decision-maker/) - To help ring in Managed Service Provider Day 2020, we teamed up on a podcast to talk sales and how to approach a non-technical decision maker. Listen here.
- [The Value of Prospects Who Don’t Close](https://theptservicesgroup.com/value-of-prospects/) - We can overlook the potential return of a prospect who does not quickly become a client. Sometimes, the best prospects are the ones who, originally, got away.
- [Turning Hope into a Strategy for Success](https://theptservicesgroup.com/strategy-for-success/)
- [B2B Prospecting Webinar: Separating the Wheat from the Chaff](https://theptservicesgroup.com/wheat-from-the-chaff/) - When prospecting in the B2B space for new financial and insurance clients it often feels like searching for a needle in a stack of needles.
- [Marketing Sucks, But… Here Are Three Ways To Get Uncomfortable In Order To Succeed](https://theptservicesgroup.com/marketing-sucks-but/) - So regardless of whether or not you embrace marketing, view it as a necessary evil, or feel entirely indifferent about it, I’ve got three ideas to help you improve your marketing efforts quickly.
- [Client Acquisition Webinar: Why most advisors don't think and act BIG!](https://theptservicesgroup.com/most-advisors-don-t-think-and-act-big/) - Join me for a fast paced 30 minutes not only on why advisors don't think BIG, but also what you can change today to start acting differently when it comes to practice growth through client acquisition.
- [MSP Team Building Lessons from the Le Mans Challenge](https://theptservicesgroup.com/msp-team-building-lessons/) - The story behind the film and the 24 Hour Le Mans’ challenges offer learnings about MSP teambuilding that I believe MSPs can relate to and apply.
- [ImPacT Your Growth: 3 Tips to Improve Your Cold Appointment Game](https://theptservicesgroup.com/impact-your-growth-3-tips/) - Learn and employ techniques that make us better. Techniques that, when used consistently, can yield fruitful results during that first cold appointment.
- [Podcast - Tips for Ransomware Protection](https://theptservicesgroup.com/tips-for-ransomware-protection/) - The episode takes a look back at the history of ransomware and quickly jumps into the implications for MSPs and their clients. Listen to this podcast.
- [Podcast - A Conversation About Healthcare Collaboratives with Bill Kite](https://theptservicesgroup.com/healthcare-collaboratives/) - Join us for a great conversation in the health care and benefits arena featuring Bill Kite, president of D&S Agency and recent board president of United Benefits Advisors.
- [B2B Webinar - Marketing sucks, but . . .3 keys to not ignore or take for granted!](https://theptservicesgroup.com/marketing-sucks/) - Dan and John wrap up the virtual series with a conversation around marketing into troubled times along with some considerations with your virtual platform.
- [Podcast - Keys to MSP Security](https://theptservicesgroup.com/keys-to-msp-security/) - Join John Pojeta of The PT Services Group and Brian Babineau, SVP of Barracuda MSP for a conversation about changes in the managed services space.
- [Podcast - Sales Tips for Today from Dan Hudock](https://theptservicesgroup.com/sales-tips/) - Dan and 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.
- [ImPacT Your Growth - Tools help you and your message stand out](https://theptservicesgroup.com/tools-help-you-stand-out/) - BombBomb is an inexpensive subscription service that allows you to record, send, and track video messages to anyone, anywhere, quickly, and easily.
- [Podcast - How a Security Operations Center (SOC) Can Help Protect MSP Clients](https://theptservicesgroup.com/soc-can-help-protect-msp-clients/) - In this podcast, we talk with Jimmy Hatzell about how Security Operations Centers, SOCs, can be a valuable resource for MSPs to provide their clients. Listen.
- [Podcast - Sales Biggest Hurdles - Apathy and Incumbency](https://theptservicesgroup.com/sales-apathy-and-incumbency/) - Learn excellent tips for combating two sales hurdles - apathy and the incumbency. Sales guru, Dan Huddock provides tips and actionable items.
- [Blog Post - Tips For Avoiding The ‘I Know It All’ Mentality](https://theptservicesgroup.com/blog-tips-for-avoiding-the-i-know-it-all-mentality/) - If you engage an expert, you might not get their full expertise unless you ask for it. Take the time to ask for their knowledge, doing so will put you ahead.
- [Blog Post - Why A Successful Advisor Must Act Like A Movie Trailer](https://theptservicesgroup.com/successful-advisor-must-act-like-a-movie-trailer/) - Show the cinematic trailer of what makes your approach unique and impactful and why it works. Elicit an emotional reaction and plant the seeds. Read more.

## Pages

- [Home](https://theptservicesgroup.com/) - Setting appointments exclusively for the financial services and insurance industries. We connect you with business owners and decision makers.
- [Top 10 List](https://theptservicesgroup.com/top-10-list/) - Snider, Fuller, Stroh, a cmpany specializing in business insurance, employee benefits and retirement plans, found themselves in a challenging position.
- [$100](https://theptservicesgroup.com/100-dollars/) - Snider, Fuller, Stroh, a cmpany specializing in business insurance, employee benefits and retirement plans, found themselves in a challenging position.
- [Leadership](https://theptservicesgroup.com/difference/leadership/) - Contact our leadership team: Lead generation & appointment scheduling solutions exclusively for the financial services and insurance industry.
- [Connect With Us](https://theptservicesgroup.com/connect-with-us/) - The PT Services Group | 436 Seventh Ave. Suite 1350 Pittsburgh, PA 15219 | 1-800-999-8995 | 412-471-8995
- [Legal Notice](https://theptservicesgroup.com/connect-with-us/legal-notice/) - This web site is offered by The PT Services Group, Inc. to you conditioned upon your acceptance of the terms and conditions set forth herein.
- [Client Success Team](https://theptservicesgroup.com/difference/client-success-team/) - Contact our staff team: Lead generation & appointment scheduling solutions exclusively for the financial services and insurance industry.
- [The PT Services Group Referrals](https://theptservicesgroup.com/the-pt-services-group-referrals/)
- [Managed Service Providers](https://theptservicesgroup.com/appointment-setting/managed-service-providers/) - Our MSP appointment setting programs deliver qualified prospects to your sales team, giving them an opportunity to engage a consistent pipeline of opportunities.
- [Career Opportunities](https://theptservicesgroup.com/career-opportunities/) - Join a B2B trust-based appointment-setting company.
- [Privacy Policy](https://theptservicesgroup.com/connect-with-us/privacy-policy/) - The PT Services Group, Inc. (“PT”) is committed to ensuring your privacy.
- [Targeted & Timebound Approach](https://theptservicesgroup.com/targeted-and-timebound-approach/) - Snider, Fuller, Stroh, using the targeted and timebound approach and with the help of PT Services, they scheduled 80 appointments and landed 36 clients.
- [Proximity Based Marketing](https://theptservicesgroup.com/proximity-based-marketing/) - The top 10 List, the concept is simple. We have experienced a significant increase in appointments using this approach. Learn more about the results.
- [Thank you for the message!](https://theptservicesgroup.com/thank-you-for-the-message/) - We appreciate you taking the time to contact us. We'll get back to you shortly. In the meantime, you might enjoy reading one of our most popular white papers
- [RPAG National Conference](https://theptservicesgroup.com/rpag-conference/) - PT Services connects you with business owners and decision makers. Setting appointments exclusively for the financial service, insurance & MSP industries.
- [Financial Advisors/RIAs](https://theptservicesgroup.com/appointment-setting/financial-advisors-rias/) - We are skilled at setting appointments for advisors, whether you are affiliated with a Broker Dealer, working as an RIA, or as a Hybrid. Learn more.
- [B2B Appointment Setting](https://theptservicesgroup.com/appointment-setting/) - We connect you with business owners and decision makers. Setting appointments exclusively for the financial service, insurance & MSP industries.
- [Benefits Advisors](https://theptservicesgroup.com/appointment-setting/benefits-advisors/) - The PT Services Group is skilled at appointment setting leads for Benefit Advisors and welcome the opportunity to discuss how we can help to grow your pipeline.
- [Insurance Professionals](https://theptservicesgroup.com/appointment-setting/insurance-professionals/) - Our lead generation appointment setting programs for insurance agents can accelerate your ability to find and engage with qualified prospects. Learn more
- [In the Community](https://theptservicesgroup.com/difference/in-the-community/) - We are dedicated to improving the quality of life in our community via numerous projects. Learn more about our outreach efforts.
- [Business Succession Planning](https://theptservicesgroup.com/appointment-setting/business-succession-planning/) - Business Succession: Get directly connected with business owners. Learn more today!
- [Health and Welfare](https://theptservicesgroup.com/appointment-setting/health-and-welfare/) - Exclusive B2B programs: Health and Welfare, Appointment Setting, Lead Generation 401K Plans Business Succession and More!
- [Executive Compensation Planning](https://theptservicesgroup.com/appointment-setting/executive-compensation/) - Our Executive Compensation Appointment Setting Program is the perfect marketing tool for the financial services & insurance professionals.
- [Commercial Property & Casualty Insurance](https://theptservicesgroup.com/appointment-setting/property-casualty-insurance/) - Property & Casualty Insurance Programs: Get connected to prospects with commercial insurance needs. Learn more about this program today!
- [Centers of Influence Alliances](https://theptservicesgroup.com/appointment-setting/cpa-program/) - Program introduces Financial Services & Insurance Professionals to CPAs who have interest in forming strategic alliances.
- [401(k) and Qualified Plans](https://theptservicesgroup.com/appointment-setting/401k-and-qualified-plans/) - This appointment setting program connects you with the exact Decision Makers who manage their companies’ 401(k) and Qualified Plans.
- [UBA Fall 2022 Conference](https://theptservicesgroup.com/uba-conference/) - Great to connect and network. We open the door to new prospects and new business via industry‑leading appointment setting and data collection.
- [PT Insights](https://theptservicesgroup.com/insights/) - These insights and resources are crafted with the Benefit Advisor and Financial advisor in mind. Enhance your sales pipeline, generate more quality leads today.
- [Welcome to Robin Robins’ 2022 IT and Sales Marketing Bootcamp](https://theptservicesgroup.com/robinrobins/) - PT Services connects you with business owners and decision makers. Setting appointments exclusively for the financial service, insurance & MSP industries.
- [Welcome to True Network of Advisors Owners Meeting](https://theptservicesgroup.com/true-2022/) - Looking forward to partnering with the True Family and connect with new colleagues. We open the door to new prospects via appointment setting programs.
- [Data Collection](https://theptservicesgroup.com/data-collection/) - We can conduct in-depth market research and data gathering. Our data collection programs are customized to meet our clients’ unique needs. Contact us.
- [Welcome to the UBA Winter Conference](https://theptservicesgroup.com/uba-2022/) - Looking forward to networking and re-connecting. We open the door to new prospects and new business via industry‑leading appointment setting and data collection.
- [Welcome to the Forum 400 Winter Conference](https://theptservicesgroup.com/forum400/) - Looking forward to networking and connecting. We open the door to new prospects and new business via industry‑leading appointment setting and data collection.
- [The PT Buzz - B2B Podcasts](https://theptservicesgroup.com/buzz/) - Gain valuable industry insight from business leaders and experts covering emerging tech topics, business trends, and marketing advice. Listen to the The PT Buzz.
- [Insider Tips for a Business-Owner Pipeline](https://theptservicesgroup.com/insider-tips-for-a-business-owner-pipeline/) - The key to growing your business is a steady stream of B2B prospects. An active appointment setting program can lay the foundation for explosive growth.
- [Case Study Library: Snider Fuller and Stroh](https://theptservicesgroup.com/b2b-case-study-sfs/) - Because PT secured 80 appointments we were able to bring 36 new clients onboard by the deadline!" Read the full business to business case study.
- [Download The Biggest Lie Advisors Tell Themselves](https://theptservicesgroup.com/download-the-biggest-lies-advisors/) - This new whitepaper explores how financial advisors can use appointment setting and other prospecting strategies to reignite their sales pipelines.
- [Site Map](https://theptservicesgroup.com/connect-with-us/site-map/) - Our site map provides a variety of links and resources to take you where you need to go: B2B appointment setting? Business intelligence? Data gathering?
- [Business Intelligence](https://theptservicesgroup.com/business-intelligence/) - Business Intelligence: Get directly connected with business owners. Learn more today!
- [Business Succession Planning](https://theptservicesgroup.com/appointment-setting-2/business-succession-planning/) - Appointment setting, Break through screens to meet with the right prospects. Contact us to talk about trends in your space or call John P at 412.291.6685
- [The PT Difference](https://theptservicesgroup.com/difference/) - When we call your prospects, we use a highly trained team of experienced professionals to represent you with the respect and dignity your brand deserves.
- [Thank You for Your Payment](https://theptservicesgroup.com/thank-you/) - We appreciate your business and are our proud to help you grow through appointment setting, business intelligence, and data gathering.
- [PT University](https://theptservicesgroup.com/university/) - Access a wide variety of articles, white papers, videos and more! PT University contains B2B resources you can use!
- [Sales Training](https://theptservicesgroup.com/sales-training/) - Effective use of Sandler Sales which benefits our clients who use our appointment setting services.
- [Culture](https://theptservicesgroup.com/difference/culture/) - Join a B2B marketing company and see for yourself why we were named the #5 Top Place to Work in the Pittsburgh Region. Apply today!
- [404 Page](https://theptservicesgroup.com/404-page/) - We open the door to new prospects and new business with industry‑leading appointment setting and data collection programs.
- [Client Payment Center](https://theptservicesgroup.com/client-payment-center/) - Visit our Client Payment Page or contact us: 1-800-999-8995|412-471-8995 with payment questions.
- [FSP Exclusive: Activity Drives Opportunity](https://theptservicesgroup.com/fsp-exclusive-activity-drives-opportunity-page/) - New activity elevates every other piece of your sales pipeline. Aggressive, exponential growth is attainable with the right approach and the right activity.
- [Vision, Mission & Guiding Principles](https://theptservicesgroup.com/difference/vision-mission-guiding-principles/) - We are committed to excellence. We believe in our principles and are proud to work toward achieving our vision. Contact us today to learn more.
- [PT University Video Library](https://theptservicesgroup.com/video-library/) - Access a wide variety of articles, white papers, videos and more! PT University contains B2B resources you can use!
- [What We Do](https://theptservicesgroup.com/what-we-do/) - Exclusive B2B programs: Executive Compensation, Appointment Setting, Lead Generation 401K Plans Business Succession and More!
- [Who We Are](https://theptservicesgroup.com/who-we-are/) - Quality appointments for insurance and financial advisors. Specializing in business-to-business, exclusive appointment setting, and telemarketing.
- [Download How to Market with Dignity](https://theptservicesgroup.com/download-how-to-market-with-dignity/) - Download How to Market with Dignity. The PT Services Group.
- [Download A Winning Pipeline Design for 2017](https://theptservicesgroup.com/download-a-winning-pipeline-design-for-2017/) - Download: A Winning B2B Pipeline Design
- [How to Market with Dignity](https://theptservicesgroup.com/download-how-to-market-with-dignity/how-to-market-with-dignity/) - It is possible to aggressively market your MSP business without sacrificing your dignity or tarnishing your reputation.
- [Client Suite](https://theptservicesgroup.com/client-suite/) - Client Suite continues our service, online, to make some parts of our working relationship a little easier.
- [Business Intelligence from The PT Services Group](https://theptservicesgroup.com/metlife-business-intelligence/) - Our business intelligence provides financial services and insurance professionals with actionable information about potential customers and clients. generation.
- [Finding Success in Chaos](https://theptservicesgroup.com/finding-success-in-chaos/) - While your competitors wait out the storm, you can leverage new opportunities for growth and expansion.
- [Unlock a New Pipeline: Building Strategic Professional Partnerships](https://theptservicesgroup.com/download-unlock-a-new-pipeline-building-strategic-professional-partnerships/) - In this white paper, we focus on the realities of professional partners so that producers can better build a profitable partnership strategy.
- [Pro Partners Pipeline – Exclusive Offer for FSP Members](https://theptservicesgroup.com/pro-partners-pipeline-exclusive-offer-for-fsp-members/) - Learn how rethinking your approach to working with complementary professionals can accelerate the growth of your business.
- [Growing Your Business in Chaos](https://theptservicesgroup.com/growing-your-business-in-chaos/) - Lay the groundwork for capturing new opportunities well-before the dust settles. White Paper Download.
- [Think Like a First-Year Producer](https://theptservicesgroup.com/think-like-a-first-year-producer/) - Passion for developing new business can fade into complacency. Reignite the passion and hunger that drove you to grow your business to this point.
- [Finding Success in Chaos](https://theptservicesgroup.com/finding-success-in-chaos-2/) - We are a trusted partner of numerous financial services & insurance industry professionals that rely on our programs to open the door to new prospects.
- [Columbus Life: Business Intelligence](https://theptservicesgroup.com/columbus-life-business-intelligence/) - Columbus Life is now a part of our business intelligence program, a service superior to traditional b2b lead generation.
- [401(k) and Qualified Plans](https://theptservicesgroup.com/business-intelligence/401k-and-qualified-plans/) - This appointment-setting program connects you with the exact Decision Makers who manage their companies’ 401(k) and Qualified Plans.
- [Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances](https://theptservicesgroup.com/download-making-the-numbers-work-unlocking-the-new-business-potential-of-cpa-alliances/download/) - We breakdown the realities of CPA alliances, looking at the relationship from both sides so that producers can better understand their CPA counterparts.
- [New Appointments and New Business to Grow Your Client List](https://theptservicesgroup.com/new-appointments-and-new-business-to-grow-your-client-list/) - Our services have provided a key source of new business for our clients, helping them to grow their business and build a pipeline for generating sales.
- [Download Whitepaper](https://theptservicesgroup.com/insider-tips-for-a-business-owner-pipeline/download-whitepaper/) - Appointment-setting programs fail for 1 of 2 reasons: the appointments may be poorly qualified or the producer may not have a well-refined sales process built.
- [New Prospects for B2B-Focused Producers](https://theptservicesgroup.com/new-prospects-for-executive-compensation-producers/) - In the last seven days, how many new prospects have you met? With an active appointment setting program, you can fill your pipeline with new opportunities.
- [Challenge Your Center Point to Create Exponential Growth](https://theptservicesgroup.com/challenge-your-center-point-to-create-exponential-growth/download/) - Embracing the discomfort of looking beyond your comfort zone can be the key to generating new business and growing wallet share.
- [New Appointments and New Business to Grow Your Client List](https://theptservicesgroup.com/new-appointments-and-new-business-to-grow-your-client-list-2/) - Is finding new prospects to generate new business the best use of your time? Our services have provided a key source of new business for our clients.
- [Partners: National Association of Insurance and Financial Advisors (NAIFA)](https://theptservicesgroup.com/national-association-of-insurance-and-financial-advisors-naifa/) - The PT Services Group works with NAIFA and is the trusted partner of numerous financial services and insurance industry professionals.
- [Download Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances](https://theptservicesgroup.com/download-making-the-numbers-work-unlocking-the-new-business-potential-of-cpa-alliances/) - Free White Paper: Unlocking the New Business Potential of CPA Alliances. Learn how to incorporate CPA alliances into your sales pipeline.
- [Retirement Planning](https://theptservicesgroup.com/business-intelligence/retirement-planning/) - We will point you to potential customers, providing you with the business intelligence that you need to start a profitable relationship. Contact us.
- [Property & Casualty Insurance](https://theptservicesgroup.com/business-intelligence/property-casualty-insurance/) - Property and Casualty Insurance Programs: Get connected to prospects with commercial insurance needs. Learn more about this program today!
- [Health and Welfare](https://theptservicesgroup.com/business-intelligence/health-and-welfare/) - Exclusive business intelligence programs: Health and Welfare, Appointment Setting, Lead Generation 401K Plans Exit Planning and More!
- [Thank you](https://theptservicesgroup.com/career-opportunities/application/thank-you/) - Thank you for applying to The PT Services Group. We value our employees greatly and look forward to evaluating your materials.
- [What We Teach](https://theptservicesgroup.com/what-we-teach/) - We provide Sandler Sales Coaching to appointment setting clients and coaching to business intelligence clients to increase the ROI of our services.
- [United Benefit Advisors](https://theptservicesgroup.com/united-benefit-advisors/) - We are happy to help United Benefit Advisors members grow their business through our exclusive b2b appointment setting programs, generating leads and prospects.
- [NFP](https://theptservicesgroup.com/nfp/) - NFP is now a part of The PT Services Group's business intelligence program, a service superior to traditional b2b lead generation.
- [FSP Members: CPA Alliances](https://theptservicesgroup.com/fsp-members-cpa-alliances/) - Tax season is over. Now is the time to ally with CPAs. Relying on our b2b appointment setting programs to generate new b2b leads through this unique service.
- [CPA2: Appointment Setting](https://theptservicesgroup.com/cpa2-appointment-setting/) - Insurance or financial services representatives who have an established process for developing partnerships with CPAs can utilize our CPA Alliance Program.
- [Bravura Leads is Now Business Intelligence](https://theptservicesgroup.com/bravura/) - Bravura Leads is now a part of our business intelligence program, a service superior to traditional lead generation.
- [Blue Chip Circle Members](https://theptservicesgroup.com/blue-chip-circle-members/) - We are happy to help Blue Chip Circle members grow their business through our exclusive b2b appointment setting programs.
- [Application](https://theptservicesgroup.com/career-opportunities/application/) - The PT Services Group | 650 Smithfield Street|Pittsburgh, PA 15222|1-800-999-8995|412-471-8995

## White Papers

- [Success Page: Unlocking the Power of Content Marketing](https://theptservicesgroup.com/white-paper/success-content-marketing/)
- [White Paper: Unlocking the Power of Content Marketing](https://theptservicesgroup.com/white-paper/content-marketing/)
- [Success Page: Unlocking the Power of Content Marketing](https://theptservicesgroup.com/white-paper/content-marketing-3/)
- [Success Page: Unlocking the Power of Content Marketing](https://theptservicesgroup.com/white-paper/content-marketing-2/)
- [Points of Failure](https://theptservicesgroup.com/white-paper/success-points-of-failure/)
- [Points of Failure](https://theptservicesgroup.com/white-paper/points-of-failure/)
- [Appointment Setting Programs Designed for Financial Professionals.](https://theptservicesgroup.com/white-paper/pacific-life/) - As a Pacific Life member, you are entitled to special pricing in addition to our extensive onboarding and coaching process.
- [Questions That Lead to Sales](https://theptservicesgroup.com/white-paper/questions-that-lead-to-sales/)
- [5 Ways to Be a Better Leader](https://theptservicesgroup.com/white-paper/leadership-vs-management/)
- [5 Sales Trends and How to Put Them to Work Today](https://theptservicesgroup.com/white-paper/5-sales-trends/)
- [3 Tactics to Stay Ahead of the Curve](https://theptservicesgroup.com/white-paper/ahead-of-the-curve/)
- [Marketing and Selling to Different Generations](https://theptservicesgroup.com/white-paper/generational-marketing/)
- [Six Ways to Make More Money](https://theptservicesgroup.com/white-paper/make-more-money/)
- [Marketing and Selling to Different Generations](https://theptservicesgroup.com/white-paper/generational-marketing-download/)
- [Six Ways to Make More Money](https://theptservicesgroup.com/white-paper/six-ways-to-make-more-money/)
- [Download The Dangers of the Perfect Marketing Plan](https://theptservicesgroup.com/white-paper/download-the-dangers-of-the-perfect-marketing-plan/)
- [Download 3 Paradigm Shifts for Advisors](https://theptservicesgroup.com/white-paper/download-3-paradigm-shifts-for-advisors/)
- [3 Tactics To Stay Ahead of The Curve](https://theptservicesgroup.com/white-paper/ahead-of-the-curve-download/)
- [5 Sales Trends and How to Put Them to Work Today](https://theptservicesgroup.com/white-paper/5-sales-trends-download/)
- [Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances](https://theptservicesgroup.com/white-paper/download-making-the-numbers-work/) - Learn how to incorporate CPA alliances into your sales pipeline with this exclusive white paper. Sign up to download your copy now!
- [Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances](https://theptservicesgroup.com/white-paper/making-the-numbers-work/) - Learn how to incorporate CPA alliances into your sales pipeline with this exclusive white paper. Sign up to download your copy now!
- [6 Reasons Why Centers of Influence Fail](https://theptservicesgroup.com/white-paper/6-reasons-why-centers-of-influence-fail/) - Learn the field-tested strategy for making centers of influence a powerful source of new business opportunities. Sign up to download your copy now!
- [6 Reasons Why Centers of Influence Fail](https://theptservicesgroup.com/white-paper/download-6-reasons-why-centers-of-influence-fail/) - Learn the field-tested strategy for making centers of influence a powerful source of new business opportunities. Sign up to download your copy now!
- [Prospects Care About Dignity, But Advisors Don’t Talk About It](https://theptservicesgroup.com/white-paper/prospects-care-about-dignity-but-advisors-dont-talk-about-it/) - Our VP of Business Development, John Pojeta, explores some of the lessons we have learned from 25 years of cold calling high-value business owner prospects.
- [Prospects Care About Dignity, But Advisors Don’t Talk About It](https://theptservicesgroup.com/white-paper/download-prospects-care-about-dignity-but-advisors-dont-talk-about-it/) - Our VP of Business Development, John Pojeta, explores some of the lessons we have learned from 25 years of cold calling high-value business owner prospects.
- [5 Steps for Great Growth in 2018](https://theptservicesgroup.com/white-paper/download-5-steps-for-great-growth-in-2018/) - In this whitepaper, our VP of Business Development lays out the best practices for planning executing a game-changing growth plan.
- [5 Steps for Great Growth in 2018](https://theptservicesgroup.com/white-paper/5-steps-for-great-growth-in-2018/) - In this whitepaper, our VP of Business Development lays out the best practices for planning executing a game-changing growth plan.
- [The “Be Memorable” Formula: Why and How to Build a Memorable Sales Experience](https://theptservicesgroup.com/white-paper/download-the-be-memorable-formula/) - The “Be Memorable” Formula. Learn why and how to build a sales experience that resonates with prospects. Download your copy now!
- [The “Be Memorable” Formula: Why and How to Build a Memorable Sales Experience](https://theptservicesgroup.com/white-paper/the-be-memorable-formula/) - The “Be Memorable” Formula. Learn why and how to build a sales experience that resonates with prospects. Download your copy now!
- [Different Definitely Matters](https://theptservicesgroup.com/white-paper/download-different-definitely-matters/) - In this exclusive whitepaper our VP of Business Development, pulls back the curtain on an in-house philosophy and approach we have spent years developing.
- [Different Definitely Matters](https://theptservicesgroup.com/white-paper/different-definitely-matters/) - In this exclusive whitepaper our VP of Business Development, pulls back the curtain on an in-house philosophy and approach we have spent years developing.
- [FSP Exclusive: Activity Drives Opportunity](https://theptservicesgroup.com/white-paper/fsp-exclusive-activity-drives-opportunity-2/) - New activity elevates every other piece of your sales pipeline. Exponential growth is attainable with the right approach and the right kind of activity.
- [FSP Exclusive: Activity Drives Opportunity](https://theptservicesgroup.com/white-paper/fsp-exclusive-activity-drives-opportunity/) - New activity elevates every other piece of your sales pipeline. Exponential growth is attainable with the right approach and the right kind of activity.
- [Beyond Referrals: The Keys to Building a Well-Rounded Sales Pipeline](https://theptservicesgroup.com/white-paper/beyond-referrals-the-keys-to-building-a-well-rounded-sales-pipeline-2/) - Learn the secrets to creating explosive growth in your business with a specialized appointment setting program. Sign-up to download your copy now!
- [Is Finding New Prospects to Generate New Business the Best use of your Time?](https://theptservicesgroup.com/white-paper/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!
- [3 Paradigm Shifts for Advisors](https://theptservicesgroup.com/white-paper/3-paradigm-shifts-for-advisors/)
- [The Dangers of the Perfect Marketing Plan](https://theptservicesgroup.com/white-paper/the-dangers-of-the-perfect-marketing-plan/)
- [The Keys to Building a Well-Rounded Sales Pipeline Pacific Life](https://theptservicesgroup.com/white-paper/beyond-referrals-the-keys-to-building-a-well-rounded-sales-pipeline-pacific-life/) - As a Pacific Life member, you are entitled to special pricing in addition to our extensive onboarding and coaching process.
- [Can You Win Your Le Mans?](https://theptservicesgroup.com/white-paper/can-you-win/) - 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. Ferrari.
- [Can You Win Your Le Mans?](https://theptservicesgroup.com/white-paper/can-you-win-full/) - 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. Ferrari.
- [Are You Ready to Move from Talking to Acting?](https://theptservicesgroup.com/white-paper/conversation-to-action-full/) - 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 move on.
- [Are You Ready to Move from Talking to Acting?](https://theptservicesgroup.com/white-paper/conversation-to-action/) - 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 move on.
- [Be Memorable](https://theptservicesgroup.com/white-paper/be-memorable-full/)
- [Be Memorable](https://theptservicesgroup.com/white-paper/be-memorable/)
- [5 Ways to Be a Better Leader](https://theptservicesgroup.com/white-paper/5-ways-to-be-a-better-leader/)
- [Questions That Lead to Sales](https://theptservicesgroup.com/white-paper/questions-that-lead-to-sales-5gfh3d-full/)
- [The Keys to Building a Well-Rounded Sales Pipeline Pacific Life](https://theptservicesgroup.com/white-paper/the-keys-to-building-a-well-rounded-sales-pipeline-pacific-life/) - As a Pacific Life member, you are entitled to special pricing in addition to our extensive onboarding and coaching process.

## Categories

- [Uncategorized](https://theptservicesgroup.com/topics/uncategorized/)
- [Benefits Advisors](https://theptservicesgroup.com/topics/benefitadvisors/)
- [Financial Advisors](https://theptservicesgroup.com/topics/financialadvisors/)
- [Insurance Professionals](https://theptservicesgroup.com/topics/insuranceprofessionals/)
- [Partners](https://theptservicesgroup.com/topics/partners/)
- [Articles](https://theptservicesgroup.com/topics/articles/) - Webinars, blog post, videos and more from the PT Service Group. B2B Sales and growth insights-review and drive the latest best practices.
- [Training](https://theptservicesgroup.com/topics/training/)
- [Featured](https://theptservicesgroup.com/topics/featured-2/)
- [White Papers](https://theptservicesgroup.com/topics/white-papers/)
- [Press Releases](https://theptservicesgroup.com/topics/press-releases/)
- [Video Training](https://theptservicesgroup.com/topics/video-training/) - B2B programs driven by highly trained, in-house sales associates and a deep understanding of your business and goals. Backed by our award-winning culture.
- [Sales Training Videos](https://theptservicesgroup.com/topics/sales-training-videos/) - Sales Training Videos: Adapt your sales process to the unique opportunity of appointment setting and carry those lessons into your general sales activity.
- [Role Plays Training Videos](https://theptservicesgroup.com/topics/role-plays-training-videos/) - Exclusive B2B sales strategies and concepts applied in real-time, giving you a clearer idea of how a sales conversation will play out in the field.
- [Webinars](https://theptservicesgroup.com/topics/webinars/) - Exclusive B2B Prospecting webinars for The PT Services Group clients. Our library of webinars features insights and lessons from a range of industry experts.
- [Managed Service Providers](https://theptservicesgroup.com/topics/managed-service-providers/)
- [Podcasts](https://theptservicesgroup.com/topics/buzz/)
- [Sales Tips](https://theptservicesgroup.com/topics/sales-tips/)
- [Videos](https://theptservicesgroup.com/topics/videos/)
- [Recent](https://theptservicesgroup.com/topics/recent/)