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…
For many advisors, finding the time to sort through the stack of needles or being able to separate the "Wheat from the chaff" is daunting…
Hope, in and of itself, is a positive state of being. Foster hope into a positive mindset. You can be a leader, and to do…
Advisors, in some cases, can overlook the potential return of meeting a prospect who does not quickly become a client, especially in the life insurance…
Over the years, PT and Barracuda have partnered to bring thought leadership to the MSP space when it comes to sales and marketing. To help…
Monty Hall, the famous game show host, once said, “I’m an overnight success, but it took twenty years.” From the outside, the mega-hit businesses or…
Over the years, PT and Barracuda have partnered to bring thought leadership to the MSP space when it comes to sales and marketing. To help…
Join Dan and John as the wrap up the virtual series with a conversation around marketing into troubled times along with some “level 2” considerations…
John and Dan are back for another exclusive webinar on virtual and phone sales. This is a continuation of our recent series on this approach…