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…
Sales Tips
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: 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.
Insight
A Perfect Marketing Plan is Hard to Find
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March 14, 2020
We should always be looking for incremental improvements, even if they are small and imperfect. With each step, we should be capable of analyzing the…
video
Webinar: A Deep Dive on the Pain Step
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February 24, 2020
John and Dan revisit the process of finding pain and use an in-depth roleplay to demonstrate how techniques for finding pain might play out on…
video
Webinar: Body Language and Sales!
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January 30, 2020
In this webinar, Dan and John talk about how you can use body language in person and on the phone to put your prospect at…
Insight
What To Do When Prospects Lie
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January 10, 2020
If we pull back and look at our own lives, we can see why well-intentioned prospects might distort the truth during a sales conversion. Think…