Tag Archive: The PT Services Group

The Magic of B.A.M.F.A.M.

By John Pojeta | October 28, 2019 10:35 am

Book a meeting from a meeting and watch your sales numbers grow. The motto “B.A.M.F.A.M.” has become ubiquitous in our office because one of our team members, Alisha, has used...

Read More

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