Society of Financial Service Professionals
FSP members receive an exclusive 10% discount on appointment setting.
The PT Services Group is a FSP vetted vendor and the trusted partner of numerous financial services and insurance industry professionals that rely on our programs to open the door to new business and new prospects.
An active appointment setting program can lay the foundation for explosive growth, connecting you with new prospects in your target niche month after month. We find them; you convert them.
Free White Paper
Finding Success in Chaos
Learn the secrets to growing your business during chaos and disruption in our exclusive white paper.
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With an active appointment setting program, you can dedicate your time to working with existing clients, talking with referrals, and engaging with new prospects that want to talk to you about the services that you provide without wasting time on the arduous task of finding new leads. These appointments are vetted and prequalified by our team and provided to you. We even provide Sandler Sales Coaching to prepare you to succeed in this unique sales scenario.
We offer appointment setting programs in the following areas:
- Executive Compensation Planning
- Business Succession Planning
- Health and Welfare
- 401(k) and Qualified Plans
- Property & Casualty Insurance
- CPA Alliances
Our services have provided a key source of new business for our clients, helping them to grow their business and build a pipeline for generating sales and referrals. Contact us to talk about your growth goals or start reading our white paper, Beyond Referrals, to learn more about appointment setting and its potential for accelerating your new business efforts.
Contact John Pojeta (412-291-6685), our VP of Business Development, to find out how appointment setting can improve your business, or click here to learn more about our appointment setting programs.
Finding Success in Chaos
We don’t yet have the information we need to create a specific plan for everything that 2016 might hold, but you can already start to prepare by thinking critically about your mindset. When it comes to obstacles and challenges, in general, how do you approach them? Do you go on the offensive to seek out the opportunity in the chaos or do you sit back and wait for the dust to settle?
The safest path might feel like the latter option: buckling down and waiting for every unknown to shake itself out so that you can look at the big picture with absolute clarity. It feels like it has the lowest risk. After all, if you aren’t making big moves (the thinking goes), you are less likely to expose your business to harm.
Big mistake, and we can look back to a classic lesson from John D. Rockefeller to understand why.
…read the rest by downloading our free white paper!