Financial Advisors

Blog Post – Keys to MSP Security

By John Pojeta | October 9, 2021 9:22 am

PT Services is back for another great podcast in partnership with Barracuda. On this new episode, John Pojeta speaks with Brian Babineau, Senior Vice President and General Manager for Barracuda...

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The Value of Prospects Who Don’t Close

By John Pojeta | December 30, 2020 3:25 pm

Sometimes, the best prospects are the ones who, originally, got away. The combination of a traditional sales mindset and industry developments—such as the rise of aggregators—can mean that advisors overlook...

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