Here at PT, we’ve been a bit reflective lately, taking a deeper look at what we do, how we serve our clients, and how to…
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…
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…
In our work as an appointment-setting firm, we have a direct window into the businesses of advisors from around the country. When we see one…
Who should be where. Who does what. Who is the best person to handle a certain play. In the high-stakes structured chaos of a football…
If we pull back and look at our own lives, we can see why well-intentioned prospects might distort the truth during a sales conversion. Think…
First, find your client’s dark corners. Now... find a way out. Identify and illuminate the problem that we can solve; challenging our prospect to look…