Webinars

Recorded and archived for your convenience, our library of webinars features insights and lessons from a range of industry experts.

Webinar: Building a Team – Hiring and Training People to Sell

Filed in Video Training, Webinars by on June 22, 2018 0 Comments
Webinar: Building a Team – Hiring and Training People to Sell

In this webinar, we explore the process of building an effective sales team, drawing upon our experiences with our own sales team, the insights we’ve gleaned from our clients around the country

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Webinar: CPA Alliances – How to Structure the Relationship

Filed in Video Training, Webinars by on June 1, 2018 0 Comments
Webinar: CPA Alliances – How to Structure the Relationship

John Pojeta from PT and our guest speaker, Jeff Thompson, from ECA Marketing, to discuss areas such as revenue sharing, unique strategy offers such as distribution solutions, Continuing Professional Education (CPE) Training, and joint marketing efforts.

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Webinar: Attitude and How it Relates to Sales

Filed in Video Training, Webinars by on May 28, 2018 0 Comments
Webinar: Attitude and How it Relates to Sales

In this webinar, Dan and John talk about the part of sales that can dramatically improve or decrease the impact of your sales techniques: Attitude. In their discussion, they breakdown fundamental ideas on attitude and how it relates to sales.

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Webinar: Great Appointments – Why am I Not Closing More?

Filed in Video Training, Webinars by on April 27, 2018 0 Comments
Webinar: Great Appointments – Why am I Not Closing More?

In this webinar, John Pojeta and Dan Hudock talk about the common stumbling blocks advisors face when taking appointments d how they can adjust their sales process to capture more of these unique sales opportunities. This is a must-watch for anyone using appointment setting to build a stronger sales pipeline.

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Webinar: Questioning Skills

Filed in Video Training, Webinars by on April 4, 2018 0 Comments
Webinar: Questioning Skills

In this webinar, Dan and John explore the skills and strategies you need to ask effective questions during your sales process. This approach allows you to develop pain and to learn about your prospect’s potential needs and equips you to cope with potential challenges in the sale.

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Sales Roleplay: How to Close a Meeting

Sales Roleplay: How to Close a Meeting

Dan and John tackle multiple variations of a meeting close, ranging from easy to hard. In this step, we lean on the upfront contract that was established at the top of the meeting but also must be prepared to challenge the prospect if he or she tries to delay or brush off the next meeting.

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Webinar: How to Discuss Budget with a Prospect

Filed in Video Training, Webinars by on December 13, 2017 0 Comments
Webinar: How to Discuss Budget with a Prospect

How do you discuss all-things budget with a prospect in a way that actually drives the sale forward? John Pojeta and Dan Hudock walk through the ins and out of this phase and give you tools and processes for your next meeting. Watch the video to learn more.

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Webinar: Decision Making the Who and the How

Filed in Video Training, Webinars by on December 13, 2017 0 Comments
Webinar: Decision Making the Who and the How

In this exclusive webinar, John Pojeta and Dan Hudock tackles the sometimes strange challenge of decision makers. In a B2B sale, early meetings rarely include everyone who would be involved in the choice to work with you. By addressing decision makers strategically, you can maintain control of the sale and avoid a number of pitfalls. Watch the video to learn more.

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Webinar: How to Develop Pain Without Being One

Filed in Video Training, Webinars by on December 5, 2017 0 Comments
Webinar: How to Develop Pain Without Being One

This recorded webinar tackles a common challenge for advisors: Establishing the need for your service without offending or spooking a prospect. This early stage of the sales process may be delicate, but it is a critical opportunity for you learn about the prospect’s business and to plant seeds of interest. Watch the video with John Pojeta and Dan Hudock to learn more.

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