Author Archives for Harvey Pollack

PT Named a 2016 Top Workplace

By Harvey Pollack | August 29, 2016 9:43 am

We have always prided ourselves on the power of our culture and the quality of our people, which is why we are especially proud to announce that we have been...

Read More

Cold Calling: A Four-Step Process

By Harvey Pollack | April 17, 2013 11:52 am

Cold calling is not for the faint of heart. There was an excellent movie called The Pursuit of Happyness (starring Will Smith) released a few years ago, and it showed...

Read More

Making the CPA Numbers Work

By Harvey Pollack | March 3, 2013 4:30 pm

Statistics show that one out of every two CPAs will offer financial services in the future to remain competitive. How can you as an agent prospect successfully in the CPA...

Read More