Join John and Brian for a conversation about changes in the managed services space. We touch on the key shifts and developments that have impacted…
Marketing isn’t a shot in the dark. It’s not a guess or a gut feeling. Successful client acquisition methods are all about discipline, consistency, and…
Join us for a great conversation in the health care and benefits arena featuring Bill Kite, president of D & S Agency and recent board…
How to prep and not make assumptions and how to follow-up for the immediate and long-term. These approaches come from years of successful PT clients…
Maximize your business’ impact and growth with The PT Buzz Podcast. Gain valuable industry insight from business leaders and experts covering issues including emerging tech…
Just like in sports, when it comes to sales, some people seem to operate in a very different stratosphere. They each do a myriad of…
Just like in sports, when it comes to sales, some people seem to operate in a very different stratosphere. They each do a myriad of…
The lessons we can learn from Ford are that putting the right team together is of utmost importance. Knowing your team, their capabilities, their shortcomings,…
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…