Client Acquisition Webinar: Why most advisors don’t think and act BIG!

By John Pojeta | April 30, 2021

I was listening to a recent podcast with Elon Musk and he was discussing creating an artificial sun to support life on Mars.  Then he said “That’s the easy part” about setting up a colony on The Red Planet.  Elon is certainly unique, but why don’t advisors think and act BIG, when it comes to client acquisition.  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.  Remember, growth drives opportunity and client acquisition drives growth!

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About the Author

John Pojeta

John Pojeta - Vice President of Business Development

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

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