Tag Archive: The PT Services Group

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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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...

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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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