The PT Difference

Our programs are driven by highly trained, in-house sales associates and a deep understanding of your business and goals. Backed by our award-winning culture, our entire company is built to help you grow and succeed.

Our Services

B2B Appointment Setting

Build a sales pipeline of high‑value prospects and referrals, off-loading the labor‑intensive areas of prospecting so that you can focus on closing new business.

Data Collection

Research a new market, expand the depth of your database, survey your clients. With our industry experience, we uncover insights and engage subjects in meaningful conversations.

PT University

Microphones The 4 Voices in a Sales Conversation

The 4 Voices in a Sales Conversation

The most successful sales meetings are conversations where the salesperson listens to understand and quiets their competing inner voices. Sales is a blend of persuasion and negotiation, and most sales…

Wrestler 4 Tips for Unseating the Incumbent Advisor

4 Tips for Unseating the Incumbent Advisor

Sometimes, making sales is about pulling prospects away from your competitors. As your practice matures, winning a sale means that someone has to lose. Early on in the growth of…

Snail The Value of Prospects Who Don’t Close

The Value of Prospects Who Don’t Close

Sometimes, the best prospects are the ones who, originally, got away. The combination of a traditional sales mindset and industry developments—such as the rise of aggregators—can mean that advisors overlook…

Insights

Sales and Growth Insights: Review and drive the latest best practices.

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White Papers

Exclusive breakdowns of our observations from the frontlines of prospecting.

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Client Center

Client-only training on sales, growth techniques, and B2B webinars.

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