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Four Ways You May Be Missing the Human Touch
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October 25, 2017
Explore these opportunities if you want to make a real connection with your prospects and clients.
Tag Archive: PT Marketing
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PT Sponsors Day of Recreation and Learning for Children
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May 19, 2011
Homeless Families Have Their Day at the Zoo PT Marketing Sponsors 2nd Annual Day of Recreation and Learning for the Children Pittsburgh, PA (May 18,…
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PT Marketing and Pension Analytix Announce Alliance
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September 29, 2010
PT Marketing and Pension Analytix Announce Strategic Business Alliance Pension Analytix to integrate its proprietary Plan Sponsor Database with PT Marketing’s Qualified Plan Appointment Setting…
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CPA Partnerships Appointment Setting Program Announced
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April 6, 2010
CPA PARTNERSHIPS APPOINTMENT SETTING PROGRAM ANNOUNCED BY PT MARKETING PT Marketing announces the CPA Partnerships Appointment Setting Program. The program introduces Financial Services and Insurance…
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PT Marketing Announces Revenue Generating Opportunities
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April 30, 2009
Pittsburgh, PA (April 30, 2009) — As the economy continues to struggle, PT Marketing’s Executive Compensation Appointment Setting Program is the perfect marketing tool for…
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CPA Alliance Appointment Setting Program
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March 24, 2009
PITTSBURGH, PA (March 24, 2009) – For the 5th year, PT Marketing will offer the CPA Alliance Appointment Setting Program to financial services and insurance…
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401k Appointment Setting Program Launched
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February 4, 2009
Pittsburgh, PA February 24, 2009 — PT Marketing’s new 401k Appointment Setting Program is the latest in a series of programs designed to help financial…
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PT Marketing Announces Growth in Business Succession
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September 15, 2008
PITTSBURGH, PA. (September 15, 2008) – Recognizing that Financial Services Professionals have been gearing up for the large number of baby boomer business owners who’ll…
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CPA Match Becoming More Critical
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June 1, 2008
Statistics show that one out of every two CPAs will offer financial services in the future to remain competitive. How can you as an agent…