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...
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...
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...
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...
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...
In May of 2021, the president issued an Executive Order on Improving the Nation’s Cyber Security. The order calls for enhancing cybersecurity through a variety of initiatives related to the...
In our new episode, in partnership with Barracuda MSP, PT welcomes Jimmy Hatzell, Marketing Director for Barracuda SKOUT Managed XDR, for a conversation for MSPs about how a Security Operations...
In our latest episode, PT welcomes our friend and sales guru, Dan Hudock for a timely conversation about sales in today’s world. Dan and PT’s John Pojeta discuss some of...
Join the PT Services and Barracuda MSP for a conversation about changes in the managed services space. We touch on the key shifts and developments that have impacted the service...
Join us for a great conversation in the health care and benefits arena featuring Bill Kite, president of D & S Agency and recent board president of United Benefits Advisors....