Four Ways You May Be Missing the Human Touch
Explore these opportunities if you want to make a real connection with your prospects and clients.
Explore these opportunities if you want to make a real connection with your prospects and clients.
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,…
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…
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…
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…
PITTSBURGH, PA (March 24, 2009) – For the 5th year, PT Marketing will offer the CPA Alliance Appointment Setting Program to financial services and insurance…
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…
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…
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…