Center of Influence AlliancesAdd high-value sources of referrals to your sales pipeline.

Appointment Setting Center of Influence Alliances

The PT Services Group’s Centers of Influence Alliances are ideal for insurance or financial services representatives who have a process for developing partnerships with other professionals, such as CPAs or P&C agents.

We position our clients as owners or representatives of financial services firms who can help them better service their clients by providing additional expertise and resources in the areas of executive benefits, estate planning, and succession planning for business owners and high-net-worth individuals. This program is most effective for clients who go beyond basic introductions with referral sources to collaborate, co-market, and cross-promote on a strategic and tactical level.

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.