July 10, 2024
Should You Verify Your Company’s LinkedIn Page?
If you are an admin on your company’s LinkedIn account, you may have recently received an email indicating that your page will soon receive a…
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podcast
Learn How a Specialized Data Company Can Grow Your Insurance Business
PT’s John Pojeta welcomes Founder and CEO of Accupoint Solutions, Gary Weber to the podcast.…
podcast
Learn How a Specialized Marketing Firm Can Enhance Your Efforts
John Pojeta welcomes owner of 401K Marketing, Rebecca Hourihan. In this podcast they discuss how…
Insights
Videos
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Video
Tips for Embracing Innovation
Video
All The Sales Tips You Could Ever Ask For
Video
B2B Webinar – Sales Biggest Hurdles- Apathy and Incumbency w/Dan Hudock
Video
B2B Webinar – How to be Memorable
Video
B2B Webinar: Pre-meeting Behaviors and Post-meeting Actions
Video
Client Acquisition Webinar: Why most advisors don’t think and act BIG!
Video
B2B Prospecting Webinar: Separating the Wheat from the Chaff
Video
Webinar: “Level 2” Considerations with your Virtual Platform
Video
Webinar: Virtual and Phone Sales Recap and More
Video
Webinar: Additional Insights into Virtual and Phone Sales
Podcasts
March 13, 2024
Podcast – Investing in Employee Wellness Programs Benefits Everyone
John speaks with Niki Campbell, founder and CEO of Flourish Wellness Group, about starting a new business and the importance of employee wellness.
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White Papers
Points of Failure
When NASA develops a new initiative, they identify points of failure, that will doom the mission. I believe in sales, there are also points of…
September 14, 2023
White Papers
Six Ways to Make More Money
It can be challenging to approach how to make more money without sounding like an old-school salesperson. In our latest White Paper, we provide proven,…
May 23, 2023
White Papers
Marketing and Selling to Different Generations
In our latest White Paper, we examine how you can effectively market to different generations and provide tips on how to foster better connections with…
January 30, 2023
White Papers
3 Tactics to Stay Ahead of the Curve
In our latest White Paper, we give you three solid practices to help future-proof your business. They are simple and easy to implement today and…
January 16, 2023
White Papers
5 Sales Trends and How to Put Them to Work Today
At The PT Services Group, we are fortunate to have a front-row seat to the successful sales practices many of our clients employ. Add to…
September 19, 2022
White Papers
5 Ways to Be a Better Leader
If there is one thing that every successful leader can agree upon, it’s that their role is constantly evolving and that the very best leaders…
June 1, 2022
White Papers
Questions That Lead to Sales
When you are on a first sales call, learning more about your prospect can help you better understand their goals, pain points, and processes. However,…
March 15, 2022
White Papers
Be Memorable
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…
November 15, 2021
White Papers
Are You Ready to Move from Talking to Acting?
In our latest Whitepaper, PT shares ideas on how to cut through all the chatter and begin to either put those plans into place or…
September 15, 2021
White Papers
Can You Win Your Le Mans?
In our latest White Paper, PT Services shares team building and management lessons that you can learn and implement from the Hollywood blockbuster, Ford vs.…
April 28, 2021
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