White Papers

Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances

Filed in White Papers by on May 15, 2015 0 Comments
Making the Numbers Work: Unlocking the New Business Potential of CPA Alliances

Our CEO Harvey Pollack draws upon his decades of CPA and new business development experience to demystify CPA alliances for producers.

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Insider Tips for a Business-Owner Pipeline

Filed in White Papers by on January 21, 2015 0 Comments
Insider Tips for a Business-Owner Pipeline

An active appointment setting program can lay the foundation for explosive growth.

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White Paper: The Keys to Building a Well-Rounded Sales Pipeline

Filed in Blog, White Papers by on August 3, 2014 0 Comments
White Paper: The Keys to Building a Well-Rounded Sales Pipeline

In the last seven days, how many new prospects have you met? For your business to experience consistent growth, you need to build a pipeline that drives sales and referrals. The fuel that powers this new business engine is highly qualified prospects that are interested in the services you offer. If you are like most veteran […]

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Best Practices for Moving a Cold Appointment to a Second Meeting: By John Pojeta, VP – Business Development

Best Practices for Moving a Cold Appointment to a Second Meeting:  By John Pojeta, VP – Business Development

Over the last few years, I have made regular attempts to start a physical fitness regimen by going to the gym and eating better, but those attempts are short-lived. Many of you have followed this path or know someone who has. Starting and committing to the program is hard, and finding something else, anything else, […]

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