Whitepapers

Questions That Lead to Sales

By John Pojeta

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, getting to that information requires...

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Be Memorable

By John Pojeta

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...

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Can You Win Your Le Mans?

By John Pojeta

In the Hollywood blockbuster Ford vs. Ferrari, audiences are given a behind-the-scenes look at a larger-than-life attempt by one of America’s great car makers to win the 24 hour Le...

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Different Definitely Matters

By John Pojeta

In this exclusive whitepaper, John Pojeta, our VP of Business Development, pulls back the curtain on an in-house philosophy and approach we have spent years developing. When big sales are…

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