Insight
Turning Hope into a Strategy for Success
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February 1, 2021
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…
Financial Advisors
Insight
The Value of Prospects Who Don’t Close
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December 30, 2020
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…
Insight
Reasons Financial Advisors Avoid Marketing
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November 30, 2020
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…
podcast
Podcast: How to Approach a Non-technical Decision Maker
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May 29, 2020
Over the years, PT and Barracuda have partnered to bring thought leadership to the MSP space when it comes to sales and marketing. To help…
video
Webinar: “Level 2” Considerations with your Virtual Platform
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April 19, 2020
Join Dan and John as the wrap up the virtual series with a conversation around marketing into troubled times along with some “level 2” considerations…
video
Webinar: Virtual and Phone Sales Recap and More
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April 9, 2020
John and Dan are back for another exclusive webinar on virtual and phone sales. This is a continuation of our recent series on this approach…
video
Webinar: Additional Insights into Virtual and Phone Sales
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April 2, 2020
As the COVID-19 crisis continues to force businesses to adjust to working remotely, these tactics and tips are crucial to making every prospect count.
video
Webinar: More Insights for Virtual and Phone Sales
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March 26, 2020
Adapting your sales process to the realities of phone or virtual appointments. As most of the country shifts to this business dynamic, these are crucial…
video
Webinar: Running Effective Virtual & Phone Appointments
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March 26, 2020
Join Dan and John as they work through the 5 keys to conducting successful virtual and phone appointments. As more workforces shift to remote-only schedules,…