Tag Archive: business advice

Advisor Insight: Erika Bylund

By John Pojeta | March 10, 2019 12:41 pm

John sits down with Erika Bylund, co-founder of Point Sur Wealth Management to talk about her past experiences with lead generation and appointment setting services and how those experiences compare...

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Advisor Insight Series: Erika Bylund

By John Pojeta | February 22, 2019 8:10 am

John sits down with Erika Bylund, co-founder of Point Sur Wealth Management to talk about her past experiences with lead generation and appointment setting services and how those experiences compare...

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Webinar: Developing Prospect Pain

By John Pojeta | February 19, 2019 4:44 pm

John and Dan are back with another exclusive PT webinar. In this installment, they explore the best practices for uncovering and developing pain with your sales process. With this step,...

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