New Appointments and New Business to Grow Your Client List

The PT Services GroupIs finding new prospects to generate new business the best use of your time? Is it your best skill?

The financial advisors and insurance professionals who come to The PT Services Group look beyond their niche to the bigger picture and work to establish long-term relationships with their clients.

Beyond ReferralsFree 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.

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With an active appointment setting program, you can dedicate your time to working with existing clients, talking with referrals, and engaging with new prospects that want to talk to you about the services that you provide without wasting time on the arduous task of finding new leads. These appointments are vetted and prequalified by our team and provided to you. We even provide Sandler Sales Coaching to prepare you to succeed in this unique sales scenario.

We offer appointment setting programs in the following areas:

  • Executive Compensation Planning
  • Business Succession Planning
  • Health and Welfare
  • 401(k) and Qualified Plans
  • Property & Casualty Insurance
  • CPA Alliances

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 and referrals. Contact us to talk about your growth goals or start reading our white paper, Beyond Referrals, to learn more about appointment setting and its potential for accelerating your new business efforts.

Beyond Referrals: The Keys to Building a Well-Rounded Sales Pipeline          

Growth can be gradual. Growth can be exponential. And growth can be explosive.

Think back to high school. You can probably recall going home for the summer and coming back in the fall to discover that one of your “little” classmates suddenly sprouted by a full foot, going from 5 ft nothing to 6 ft. He looked like he swallowed another person.

In terms of expanding your business with appointment setting, that’s the kind of growth we are talking about.

Referrals are a powerful source of new business opportunities. The recommendation from an existing client sets the stage for a successful client dynamic. The prospect enters the first conversation with a degree of comfort and trust in the services you offer because someone they trust vouched for the quality of your work. You will still go through the formalities of introducing yourself and the services you offer, but you get to skip the sometimes difficult process of taking a cold lead and initiating a completely new relationship.

In terms of generating new business, referrals are an essential piece of a profitable, well-rounded sales pipeline. Many producers, however, come to rely exclusively on referrals for growing their businesses. The rewards are significant, and the sales process is less demanding. We find that what separates the good from the great is an aggressive approach to initiating new relationships in areas that are not necessarily natural or comfortable.

…read the rest by downloading our white paper!

Beyond Referrals

Sign up to download your copy now!