Welcome to the UBA Winter Conference
The PT Services Group is happy to reconnect with colleagues!
We Open the Door to New Prospects
The PT Services Group opens the door to new prospects and new business with industry‑leading appointment setting and data collection programs.
Resources and Insights from PT Services
We regularly create content to help our clients succeed. Here are a few resources handpicked for you.
A Conversation About Healthcare Collaboratives with Bill Kite
Join us for a great conversation in the health care and benefits arena featuring Bill Kite, president of D & S Agency and recent board president of United Benefits Advisors. Bill offers candid thoughts about the challenges of the field and what may lay on the road ahead.
Business Acquisition as a Growth Strategy
John Pojeta from PT welcomes father/daughter team Ron and Ally Bland of AEIS Advisors in San Mateo, California. Ron and Ally share how their business has seen success in growth through acquisitions of other companies or books of business. Tune in to gain some insight that can help you in the new year.
Sales Biggest Hurdles – Apathy and Incumbency
PT welcomes a return from our friend and sales guru, Dan Hudock. Join John Pojeta, from PT, and Dan as they discuss the approaches to help overcome apathy while driving a wedge between the prospect and their current advisor.
Sales Tips for Today from Dan Hudock
Sales guru Dan Hudock and PT’s John Pojeta discuss some of the hurdles sales people are having these days –particularly as a result of the pandemic and the shift to virtual meetings.
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 can truly work to differentiate ourselves from our competitors.
In this blog post we look at a significant piece of WWII History and consider as an advisor what lessons you can learn from the 749.
Beyond Referrals: The Keys to Building a Well-Rounded Sales Pipeline
Learn the secrets to creating explosive growth in your business with a specialized appointment setting program.
Sign up to download your copy now!
Connect with us today to learn how we can open new doors for your business, or contact Jason Levy, our VP of Client Success, to discuss how The PT Services Group can benefit your business.
VICE PRESIDENT OF CLIENT SUCCESS
Jason oversees the entirety of each client’s appointment setting program, from implementation to ongoing management. Before joining The PT Services Group in 2006, Jason spent 10 years in client services in Phoenix, AZ. with Cramer Krasselt Advertising and PR, the Phoenix Coyotes of the NHL, and the Boys & Girls Clubs.