RPAG National Conference

We loved seeing you in California at the 2022 RPAG Annual Conference!  We wanted to share some resources with you that we think you may find valuable.

The PT Services Group opens the door to new prospects and new business with industry leading appointment setting and data collection programs. Learn a little more about how we work by watching the Learn About our Process Video.

How We Work

The PT Services Group - Appointment Setting - Benefits Advisors

We Open the Door to New Prospects

The PT Services Group opens the door to new prospects and new business with industry leading appointment setting and data collection programs.

Resources and Insights from PT Services

We regularly create content to help our clients succeed. Here are a few resources handpicked for you.

Announcing New PT Services YT ChannelPT Asks Dan – Every weekday, we share a 2-3 minute videos with quick, actionable sales tips, discuss trends in the industry, and help to solve some of your biggest sales-related pain points. Visit our new YouTube page to browse a myriad of topics – and don’t forget to subscribe to keep up to date!


The PT Buzz Podcast – Check out a few handpicked episodes of our podcast and stay tuned for new episodes – we’ve just launched season 2!

Two Dogs Social PodcastHow Two Dogs Social Make an Impact for Advisors

Bruce and Jordan Johnston, the father/daughter team behind Two Dogs Social, talk to John Pojeta. They share how their company works with advisors to elevate their profiles and maximize business growth on social media platforms. Experts in the sector, they share working through compliance issues, among other challenges unique to the field.



Podcast Learn About RPAG and Their Path to SuccessRPAG and their Path to Success  

Jeff Cheshier, Vice President, Retirement Services, Institutional Client and Member Relations for NFP joins John Pojeta, from PT, to discuss RPAG – Retirement Plan Advisory Group. They discuss RPAG’s mission of providing premier technology, training, solutions, and resources for retirement plan advisors and institutions who want to reach their highest potential.


PT Insights:

8 Questions that Lead to Sales – one of our most popular White Papers to date! Filled with valuable information that you can put into use on your next sales call!

5 Ways to Be a Better Leader – another white paper that challenges all leaders, whether CEO or Sales Manager to show up for their team.

How Cold Appointments are Like a First Date – in this piece originally appearing in Insurance News Net, we examine how cold appointments are uncomfortable, but they’re important for building a bigger relationship. With the right strategy in place, we can take these meetings and turn prospects into longtime clients who help our business grow.


Are you ready to learn more about how PT can positively impact your growth? Let’s have a conversation where we can learn about how a partnership with PT can benefit your company.


More About PT

The PT difference brings people, culture, and expertise to your growth goals. We provide the highest-quality effective prospecting solutions as part of a superior client experience.

8 Questions That Lead to Sales

In our latest White Paper, “8 Questions That Lead to Sales,” PT Services Group provides guidance on how asking questions that you help you and your prospects get to know each other better, can lead to better sales opportunities.

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