Steve Jobs said, “Innovation is the ability to see change as an opportunity, not a threat.” I get it; change can be intimidating, but undoubtedly,…
Earlier this year, The PT Services Group began a new daily video series called “PT Asks Dan.” The series features John Pojeta, our Vice President…
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…
The heavy lift of getting appointments with new prospects is just that - a heavy lift. Once you are there, the challenge of differentiating yourself…
How to prep and not make assumptions and how to follow-up for the immediate and long-term. These approaches come from years of successful PT clients…
Join me for a fast paced 30 minutes not only on why advisors don't think BIG, but also what you can change today to start…
For many advisors, finding the time to sort through the stack of needles or being able to separate the "Wheat from the chaff" is daunting…
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…
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…