Tag Archive: business advice

Webinar: 3 Ways to Kill the Sale

By John Pojeta | May 31, 2019 10:41 am

In this exclusive PT webinar, Dan and John walk through the three most common sales mistakes advisors make when taking an appointment. This installment is full of laughs, but the...

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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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