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.
Resources and Insights from PT Services
We regularly create content to help our clients succeed. Here are a few resources handpicked for you.
PT 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!
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.
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.
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.
GET IN TOUCH WITH US TODAY!
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.
WHAT OUR CLIENTS SAY
The PT Services Group gets it! They worked with us to define our key markets then generated a new business development strategy to ensure the results we needed. After just one year of service, new commercial applications are up 37% and new commercial Direct Written Premium is up 25%! We are looking forward to continued success partnering with our amazing team at The PT Services Group.
I have been in the financial and 401(k)/retirement business for over 25 years and it is extremely difficult to find time to prospect for qualified business appointments. The PT Services Group has consistently provided qualified business appointments month in and month out. PT Services is different from their competitors. Their associates are well educated about the products I am presenting which leads to highly productive meetings. I have had several new prospects tell me personally that they scheduled an appointment with me because of the nice and friendly mannerism of the PT Services personnel. I credit PT with helping me get new business in the door and am extremely grateful for this new approach to business.
We have worked closely with The PT Services Group since 2007, and the results have been impressive. Activity is the key to most sales organizations growing, and The PT Services Group is an integral part of our prospect activity each month. Their system delivers results, and their people are easy to work with and flexible. I look forward to many more years with PT and to seeing where our partnership takes us in the future!
I am so impressed with your Marketing Associates’ desire to understand our business and to use that knowledge to secure quality leads for our agency. Our industry has changed drastically over the past few years and your commitment to staying on top of the changes certainly sets you apart from other typical telemarketing firms. It is no wonder you are able to secure appointments when others can’t. Our appointments are well qualified and always handled with the utmost professionalism.
I’ve been in the insurance and financial services arena for 30 years and have never partnered before with a company that has made such an impact on my business. The PT Services Group confirms and qualifies my appointments, which allows me time to focus on my clients and their goals. This in turn has a direct effect on selling and making money. The PT Services Group has become my number one source of new clients.
PT has been great at providing consistent activity with qualified business owners who are open to a conversation about business succession planning. My ongoing campaign with PT is a good complement to my other sources of prospects, such as referrals, in building a healthy pipeline of new business opportunities. Their professionalism and genuineness make for a solid partnership.
I just returned from an appointment set by The PT Services Group – another good appointment I should add. I decided to take a look at what The PT Services Group has meant to my practice, not only over the past year, but over the entire time our firms have worked together. Here’s what I found: – The PT Services Group is directly responsible for over 40% of my agency’s $5 million book of business. Of the 88 appointments that I have met with, I rated 77 (86%) as either highly qualified or qualified. As you can see, The PT Services Group has indeed had a very significant impact on my firm, and for that I sincerely thank you.
The PT Services Group has been a consistently reliable, professional, responsive, and results-driven partner in my marketing efforts… Because of your marketing associates’ efforts, I have sold several sizable cases that I would not have seen without the help of The PT Services Group. The PT Services Group has played an important role in the development of my client base, and my ROI from your services certainly warrant my continued association with your organization.
One of the biggest concerns I had when I hired The PT Services Group was perception from prospective clients when they get a call. If the first impression isn’t good, the chances for success are low indeed. I am pleased to report that I have had numerous comments from prospective clients about the person who called them and how professional they were. They’ve commented about how many times they get contacted on a daily basis by others seeking their time but somehow they felt the call from our firm (The PT Services Group) was different. That’s why I have continued working with The PT Services Group.
We were one of the first firms to utilize The PT Services Group’s Qualified plans calling program and we have been using their services as a supplement to our own marketing efforts ever since. They exceeded my expectation in terms of quality of appointments and the size of the prospects that they have been able to get us in front of. They have also played a key role in helping our firm establish business in a new geographic market. PT Marketing can make a real difference in increasing your pipeline.
I have found The PT Services Group to be the best use of my marketing dollars. While my primary source of new relationships comes from unsolicited referrals, I would have to say that introductions made by the team at The PT Services Group run a close second. We all know there are only so many hours in a day and I have found that leveraging my time through The PT Services Group has proved more effective than seminars, direct mail or other techniques. I wouldn’t rely on anyone else to consistently get us in front of the people who can benefit the most from our services.
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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