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…
Join me for a fast paced 30 minutes not only on why advisors don't think BIG, but also what you can change today to start…
In our latest White Paper, PT Services shares team building and management lessons that you can learn and implement from the Hollywood blockbuster, Ford vs.…
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…
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…