In this special episode of The PT Buzz, John talks with Mitch about the hope, wisdom, and practical business advice that has been learned and…
In other words, even if you engage an industry expert, you might not get their full expertise unless you ask. That’s not to suggest that…
Apathy and the feeling of already having what you offer often position you behind the eight ball from the start. Join John and Dan as…
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…
We all know the story of June 6 and the Greatest Generation. But few know about Operation Tiger – sometimes known as Exercise Tiger. This…
As an advisor or a financial services professional, standing out in a crowded field can be a challenge. However, this is one area where we…
The heavy lift of getting appointments with new prospects is just that - a heavy lift. Once you are there, the challenge of differentiating yourself…
We’ve got a new tip to share that is working really well for one of our clients at Alpha Omega Wealth. They have seen some…
PT welcomes our friend and sales guru, Dan Hudock for a timely conversation about sales in today’s world. Dan shares some great insights, including new…