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...
Published on Insurance NewsNet By Ayo Mseka With the pandemic still making it difficult for many advisors to meet frequently with prospects face-to-face, many of them are looking for methods...
Last month, PT launched a new, daily video series – PT Asks Dan, with our resident sales guru, Dan Hudock. In these 2-3 minute videos PT’s John Pojeta asks Dan...
Cold appointments are challenging, even for seasoned advisors. The challenge is especially acute for advisors who have spent years building their business on referrals. Although they’ve amassed a wealth of...
Nearly every sales system or methodology addresses the complicated relationship between prospects and the truth. Put gently, prospects will often tell us what they think we want to hear. More...
In our newest episode, John Pojeta from PT welcomes father/daughter team Ron and Ally Bland of AEIS Advisors in San Mateo, California. Ron and Ally share how their business has...
I recently attended a conference where, during the Q&A portion, an advisor asked how she could market without giving away her services for free. She feared giving too much away,...
At the onset of the pandemic, Mitch Haber of One America came up with a novel approach to support their clients – a podcast. But instead of venturing into a...
After a few decades in sales, you collect a treasure trove of stories. You meet unusual prospects. You encounter strange circumstances. And just when you think you have seen it...
In our latest episode, PT welcomes a return from our friend and sales guru, Dan Hudock. First appointments with new prospects are exciting and challenging. Apathy and the feeling of...