In our latest White Paper, we examine how you can effectively market to different generations and provide tips on how to foster better connections with…
In our latest White Paper, we give you three solid practices to help future-proof your business. They are simple and easy to implement today and…
John Pojeta welcomes owner of 401K Marketing, Rebecca Hourihan. In this podcast they discuss how her firm is uniquely positioned to help advisors with their…
Earlier this year, The PT Services Group began a new daily video series called “PT Asks Dan.” The series features John Pojeta, our Vice President…
At The PT Services Group, we are fortunate to have a front-row seat to the successful sales practices many of our clients employ. Add to…
Bruce and Jordan Johnston, the father/daughter team behind Two Dogs Social, talk to John Pojeta. They share how their company works with advisors to elevate…
Jeff Chesier, Vice President, Retirement Services, Institutional Client and Member Relations for NFP joins John, to discuss RPAG’s mission of providing premier technology, training, solutions,…
When you are on a first sales call, learning more about your prospect can help you better understand their goals, pain points, and processes. However,…
Join me as Dan and I discuss the approaches to help overcome apathy while driving a wedge between the prospect and their current advisor. How…