Author Archives for Jason Levy

How to Prepare for PT Appointments

By Jason Levy | September 5, 2018 4:42 pm

Join Jason Levy and Dan Hudock for a deep dive into how to prepare for a PT appointment. Through a blend of Jason’s longtime client services experience—gathering lessons and insights...

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Do the Math: The Hard Realities

By Jason Levy | January 17, 2017 7:51 pm

While every advisor aspires to expand their practice in the New Year, it takes more than hope to achieve consistent, exponential growth. You need a plan, and that plan should...

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The B2B Cold Appointment Challenge: How to Prepare

By Jason Levy | February 17, 2015 12:00 pm

An appointment setting program is a powerful way to grow your business. Regular meetings with new high-value prospects can inject new sources of revenue and referrals into your pipeline, creating...

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