Be Memorable
As an advisor or a financial services professional, standing out in a crowded field can be a challenge. However, this is one area where we…
As an advisor or a financial services professional, standing out in a crowded field can be a challenge. However, this is one area where we…
The heavy lift of getting appointments with new prospects is just that - a heavy lift. Once you are there, the challenge of differentiating yourself…
We’ve got a new tip to share that is working really well for one of our clients at Alpha Omega Wealth. They have seen some…
PT welcomes our friend and sales guru, Dan Hudock for a timely conversation about sales in today’s world. Dan shares some great insights, including new…
In our latest Whitepaper, PT shares ideas on how to cut through all the chatter and begin to either put those plans into place or…
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…
Join us for a great conversation in the health care and benefits arena featuring Bill Kite, president of D & S Agency and recent board…
How to prep and not make assumptions and how to follow-up for the immediate and long-term. These approaches come from years of successful PT clients…
Just like in sports, when it comes to sales, some people seem to operate in a very different stratosphere. They each do a myriad of…