Is Finding New Prospects to Generate New Business the Best use of your Time?
The financial advisors and insurance professionals who come to The PT Services Group look beyond their niche to the bigger picture and work to establish…
The financial advisors and insurance professionals who come to The PT Services Group look beyond their niche to the bigger picture and work to establish…
New activity elevates every other piece of your sales pipeline. Aggressive, exponential growth is attainable with the right approach and the right kind of activity….
In this exclusive whitepaper, John Pojeta, our VP of Business Development, pulls back the curtain on an in-house philosophy and approach we have spent years…
In this new and exclusive whitepaper, our VP of Business Development, John Pojeta, reveals the powerful formula for a sales experience that resonates with prospects….
In this new and exclusive whitepaper, our VP of Business Development, John Pojeta, lays out the best practices for planning for a successful 2018. Based…
In this new and exclusive whitepaper, our VP of Business Development, John Pojeta, explores some of the lessons we have learned from 25 years of…
The new business potential of partnering with a center of influence, such as a CPA or a lawyer, cannot be overstated. If a center of…
In this exclusive white paper, our CEO Harvey Pollack draws upon his decades of CPA and new business development experience to demystify CPA alliances for…
In this webinar, we explore the process of building an effective sales team, drawing upon our experiences with our own sales team, the insights we've…