Tag Archive: business advice

Webinar – First Impressions

By John Pojeta | January 28, 2019 10:11 am

Sales can be won or lost on a first impression. In this exclusive PT webinar, John and Dan break down a repeatable, reliable process for making the first 5 minutes...

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The Power of Client Fit

By Brad Stoller | December 17, 2018 7:05 am

As a business, we have always intuitively pursued a good client fit. That desire goes beyond simply avoiding problem clients—though that is a benefit as well. We also want to...

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When to Trust an Expert

By John Pojeta | November 1, 2018 3:08 pm

Everyone wants to give you advice. When should you accept? Experienced insurance advisors are often jaded. They have faced good times and bad. They have endured bad deals. And they have been...

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