Tag Archive: The PT Services Group

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...

Read More

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...

Read More

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...

Read More