Download 3 Paradigm Shifts for Advisors

By John Pojeta | February 5, 2019

This FSP exclusive whitepaper dives deep into the new set of best practices driving growth for the nation’s top advisors.

Our VP of Business Development, John Pojeta, works closely with our clients, our sales team, and industry experts to stay at the edge of innovation for advisors This new whitepaper explores the major developments and takeaways for sales and marketing in our space that we are seeing make the difference in the field and could make the difference for you.

We have distilled industry trends down to three actionable insights that you can begin implementing in your business today.

Free Whitepaper

Download 3 Paradigm Shifts for Advisors

Learn how top advisors are meeting new prospects and growing their businesses when competition is at an all-time high.

Sign up to download your copy now!

 

The potential for advisors to grow their businesses, to discover new levels of prestige, and to tap into new customer bases is still there—as it has always been—but the modern advisor is making a strategic shift in both how a business operates and how it acquires new clients.

Those strategic shifts include:

  • A new way to think about marketing for modern advisors.
  • Key opportunities in technology for prospects and for clients.
  • A reimagining of the classic advisor business structure.

Contact us to talk about your goals or start reading our whitepaper to learn more about how you can reinvigorate your sales pipeline with these new ideas.

Free Whitepaper

Download 3 Paradigm Shifts for Advisors

Learn how top advisors are meeting new prospects and growing their businesses when competition is at an all-time high.

Sign up to download your copy now!

About the Author

John Pojeta

John Pojeta - Vice President of Business Development

John researches new types of business and manages and initiates strategic, corporate-level relationships to expand exposure for The PT Services Group. John came to The PT Services Group in 2011. Before that, he owned and operated an Ameriprise Financial Services franchise for 16 years.

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