New Appointments and New Business to Grow Your Client List
The financial advisors and insurance professionals who come to The PT Services Group tend to specialize in working with businesses and do more than simply sell products. They look beyond their niche to the bigger picture and work to establish long-term relationships with their clients.
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. Click here to hear their stories.