Appointment Setting Programs Designed for Financial Professionals.

By John Pojeta | September 21, 2019

In our work with financial professionals who work with Pacific Life, we see a consistent theme: Their time to prospect is often limited by the size of their current client list. To aggressively prospect would mean taking time away from their current clients, leaving them little freedom to grow beyond their stream of referrals.

With an appointment setting program tailored to the needs of financial professionals, you can:

  • Automate the most tedious, time-consuming facets of prospecting
  • Target a new audience based on your ideal prospect profile
  • Connect with new, high-value business owner prospects
  • Build a consistent pipeline for both prospects and referrals

As someone who works with Pacific Life, you are entitled to special pricing in addition to our extensive onboarding and coaching process, all built to maximize your return potential.

Contact John Pojeta at 412-291-6685 to discuss your business goals.

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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!

With an active appointment setting program, you can dedicate your time to working with existing clients, talking with referrals, and engaging with new prospects that want to talk to you about the services that you provide without wasting time on the arduous task of finding new leads. These appointments are vetted and prequalified by our team and provided to you. We even provide Sandler Sales Coaching to prepare you to succeed in this unique sales scenario.

We offer appointment setting programs in the following areas:

  • Executive Compensation Planning
  • Business Succession Planning
  • Health and Welfare
  • 401(k) and Qualified Plans
  • Property & Casualty Insurance
  • CPA Alliances

Our services have provided a key source of new business for our clients, helping them to grow their business and build a pipeline for generating sales and referrals. Contact us to talk about your growth goals or start reading our white paper, Beyond Referrals, to learn more about appointment setting and its potential for accelerating your new business efforts.

The PT Services Group is not an affiliated company of Pacific Life.

Beyond Referrals: The Keys to Building a Well-Rounded Sales Pipeline 

Growth can be gradual. Growth can be exponential. And growth can be explosive.

Think back to high school. You can probably recall going home for the summer and coming back in the fall to discover that one of your “little” classmates suddenly sprouted by a full foot, going from 5 ft nothing to 6 ft. He looked like he swallowed another person.

In terms of expanding your business with appointment setting, that’s the kind of growth we are talking about.

Referrals are a powerful source of new business opportunities. The recommendation from an existing client sets the stage for a successful client dynamic. The prospect enters the first conversation with a degree of comfort and trust in the services you offer because someone they trust vouched for the quality of your work. You will still go through the formalities of introducing yourself and the services you offer, but you get to skip the sometimes difficult process of taking a cold lead and initiating a completely new relationship.

In terms of generating new business, referrals are an essential piece of a profitable, well-rounded sales pipeline. Many producers, however, come to rely exclusively on referrals for growing their businesses. The rewards are significant, and the sales process is less demanding. We find that what separates the good from the great is an aggressive approach to initiating new relationships in areas that are not necessarily natural or comfortable.

…read the rest by downloading our white paper!

Sign up to receive a free copy of "Beyond Referrals: The Keys to Building a Well-Rounded Sales Pipeline".

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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