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.…
Whitepapers
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…
FSP Exclusive: Activity Drives Opportunity
New activity elevates every other piece of your sales pipeline. Aggressive, exponential growth is attainable with the right approach and the right kind of activity….
Different Definitely Matters
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…
The “Be Memorable” Formula: Why and How to Build a Memorable Sales Experience
In this new and exclusive whitepaper, our VP of Business Development, John Pojeta, reveals the powerful formula for a sales experience that resonates with prospects….
5 Steps for Great Growth in 2018
In this new and exclusive whitepaper, our VP of Business Development, John Pojeta, lays out the best practices for planning for a successful 2018. Based…
Prospects Care About Dignity, But Advisors Don’t Talk About It
In this new and exclusive whitepaper, our VP of Business Development, John Pojeta, explores some of the lessons we have learned from 25 years of…
6 Reasons Why Centers of Influence Fail
The new business potential of partnering with a center of influence, such as a CPA or a lawyer, cannot be overstated. If a center of…
Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances
In this exclusive white paper, our CEO Harvey Pollack draws upon his decades of CPA and new business development experience to demystify CPA alliances for…