Webinar: How to Keep Prospects from Sharing Your Pricing

By John Pojeta | December 6, 2019

If you follow the traditional proposal process, you give your clients an insight into your business that is easily shared with the incumbent and your other competitors. How do you navigate the proposal stage of the sale in order to prevent this? John and Dan are back with a sales insight that many advisors desperately need.

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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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