Executive Compensation Planning

Business owners look to advisors for tax-oriented financial advice to maximize the effectiveness of their investment strategies. We leverage this opportunity by initiating conversations with topics like 162 bonus planning and section 79 to set the introductory meeting.

The PT Services Group - Appointment SettingBy engaging these business owners, financial advisors can grow their businesses, but generating new business is time-consuming and can distract you from the responsibilities that best utilize your expertise: working with current clients and prospective clients.

Appointment setting provides a steady stream of qualified prospects, assuring that your time is invested entirely in effectively growing your business. With our clients reporting that 83 percent of met appointments are highly qualified or qualified, you can rely on The PT Services Group to open the doors to new opportunities for you.

Our appointment setting program is successful because we use your storyboard to properly position you and your services, and we capture decision makers’ interest by discussing:

  • 162 Executive Bonus Plans
  • Owner’s option to choose who participates
  • Tax advantages of funding and distributions
  • Future tax-favored income
  • No maximum funding
  • Help retaining key employees

The PT Services Group: Executive Compensation PlanningTo prepare you to succeed in this meeting, The PT Services Group provides a business intelligence report so that you can enter an appointment prepared and informed. Click the image to see the scope of information that we provide on these reports.

With set appointments backed by storyboarding, exclusivity, business intelligence, and Sandler Sales Coaching, the door to new business is opened for you, and you have the tools to capitalize on the opportunity that awaits on the other side.

Connect with us or contact John Pojeta (412-291-6685), our VP of Business Development, to discuss how appointment setting can benefit your business.