Webinar: How to Handle “We Really Like Our Current Advisor!”

By John Pojeta | September 23, 2019

Engaging high-value prospects almost always means unseating an incumbent advisor. If your sales process does not strategically address this challenge, the prospect is unlikely to drop their current advisor to work with you. In this webinar, John and Dan talk through this sales reality and explore practical, field-tested techniques so that you can directly tackle the obstacle and move the prospect closer to becoming a client.

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About the Author

John Pojeta

John Pojeta - Vice President of Business Development

John researches new types of business and manages and initiates strategic, corporate-level relationships to expand exposure for The PT Services Group. John came to The PT Services Group in 2011. Before that, he owned and operated an Ameriprise Financial Services franchise for 16 years.

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