401(k) and Qualified PlansAppointment setting - Walk through an open door to a new business.

US Capitol Building: 401K Appointment Setting

The ongoing saga of the DOL ruling has created an atmosphere of uncertainty for advisors. As the debate continues, some advisors see opportunity while others struggle to get more at-bats with new prospects. While other advisors wait for the dust to finally settle, the top forward-thinking advisors are using the chaos to seize a new kind of opportunity and to start conversations with prospects.

With our appointment setting program, you can dedicate your attention to current clients and to prospective clients, completely freeing the time needed to generate new business. Our clients report that 85% of met appointments are highly qualified or qualified, which means that you can focus entirely on doing what you do best while we continue to deliver new prospects.

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!

B2B Sales Coaching

We provide complementary sales coaching to all PT clients, giving you the tools and support necessary to close these unique opportunities.

Business Intelligence Report

To prepare for your appointment, read the business intelligence report to better understand the prospect and their business.