Videos

Webinar: How to Develop Pain Without Being One

By The PT Services Group | December 5, 2017

This recorded webinar tackles a common challenge for advisors: Establishing the need for your service without offending or spooking a prospect. This early stage of…

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Don’t Make a $50 Million Mistake

By John Pojeta | November 9, 2017

When we talk about ways advisors can grow their practices, we talk about a number of opportunities: appointment setting, strategic partnerships, seminars, techniques for improving…

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Sales Roleplay: Decision Makers

By The PT Services Group | November 1, 2017

This sales roleplay walks through an example of how you can effective guide an early sales conversation to address decision makers. You may need to…