Business Succession PlanningAppointment setting – Break through screens to meet with the right prospects.

Business leads by The PT Services Group

For years, our industry has talked about the coming transition of wealth as baby boomers retire or pass away. While the needs of this audience are clear to advisors, succession planning is a sensitive topic packed with complex emotions and nuances that many business owners are hesitant to address.

While many advisors have waited for a windfall of “easy” business, we’ve been engaging business owners, testing and re-testing approaches to find the most effective ways to cut through their fears and make a meaningful connection, positioning advisors to begin the sales conversation with a qualified prospect.

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.

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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.