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,…
Whitepapers
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…
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…
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…
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…
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,…
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…
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…
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.…
Is Finding New Prospects to Generate New Business the Best use of your Time?
The financial advisors and insurance professionals who come to The PT Services Group look beyond their niche to the bigger picture and work to establish…