Tag Archive: business advice

The Value of Prospects Who Don’t Close

By John Pojeta | July 26, 2019 11:04 am

Sometimes, the best prospects are the ones who, originally, got away. The combination of a traditional sales mindset and industry developments—such as the rise of aggregators—can mean that advisors overlook...

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Webinar: Assertive Vs. Pushy

By John Pojeta | July 23, 2019 8:06 am

Many advisors are often worried about coming across as pushy in their sales process, which can mean that they back down in places where they should have stood their ground...

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World Class Growth Checklist

By Brad Stoller | July 1, 2019 1:33 am

Potential customers care about one thing: Will your solutions make them more money? You’d better have that answer down pat before walking in. In virtually every professional arena, preparation is...

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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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