13 episodes

Learn how to maximize your business’ impact and growth with The PT Buzz Podcast, brought to you by The PT Services Group. You’ll gain valuable industry insight from business leaders and experts covering issues including emerging tech topics, business trends, and marketing advice. Our guests will include everyone from CEOs to subject matter experts and trend forecasters. Some episodes will deep dive into topics of interest to MSPs, Financial Advisors and Planners, and Insurance Pros, while others will be filled with advice that any business professional can use.

The PT Buzz The PT Buzz Podcast

    • Business
    • 5.0 • 3 Ratings

Learn how to maximize your business’ impact and growth with The PT Buzz Podcast, brought to you by The PT Services Group. You’ll gain valuable industry insight from business leaders and experts covering issues including emerging tech topics, business trends, and marketing advice. Our guests will include everyone from CEOs to subject matter experts and trend forecasters. Some episodes will deep dive into topics of interest to MSPs, Financial Advisors and Planners, and Insurance Pros, while others will be filled with advice that any business professional can use.

    Learn About Two Dogs Social

    Learn About Two Dogs Social

    Bruce and Jordan Johnston, the father/daughter team behind Two Dogs Social, talk to John Pojeta. They share how their company works with advisors to elevate their profiles and maximize business growth on social media platforms. Experts in the sector, they share working through compliance issues, among other challenges unique to the field.

    • 38 min
    Learn About RPAG and Their Path to Success

    Learn About RPAG and Their Path to Success

    Jeff Chesier, Vice President, Retirement Services, Institutional Client and Member Relations for NFP joins John Pojeta, from PT, to discuss RPAG - Retirement Plan Advisory Group. They discuss RPAG’s mission of providing premier technology, training, solutions, and resources for retirement plan advisors and institutions who want to reach their highest potential.

    • 30 min
    PT Asks Dan Podcast

    PT Asks Dan Podcast

    Last month, PT launched a new, daily video series - PT Asks Dan, with our resident sales guru, Dan Hudock. In these 2-3 minute videos PT’s John Pojeta asks Dan about one, specific topic and Dan provides unique, actionable advice. We’ve collected 10 of these sales tips into one podcast, that will leave you energized and excited to attack your lead list.

    • 36 min
    Business Acquisition as a Growth Strategy

    Business Acquisition as a Growth Strategy

    In our newest episode, John Pojeta from PT welcomes father/daughter team Ron and Ally Bland of AEIS Advisors in San Mateo, California. Ron and Ally share how their business has seen success in growth through acquisitions of other companies or books of business. They share challenges they’ve encountered and tips that have helped them successfully employ this strategy. Tune in to gain some insight that can help you in the new year.

    • 27 min
    How Sharing Wisdom Supports Clients with Mitch Haber

    How Sharing Wisdom Supports Clients with Mitch Haber

    At the onset of the pandemic, Mitch Haber of One America came up with a novel approach to support their clients - a podcast. But instead of venturing into a typical business podcast, he took a different approach. Mitch decided to interview people from all avenues of life: sports, business leaders and consultants, authors, everyday people who overcame challenges - for the purpose of sharing their life experiences and collective knowledge. In this special episode of The PT Buzz, John talks with Mitch about the hope, wisdom, and practical business advice that has been learned and how this has been a terrific, unexpected way to connect with clients during these unusual times.

    • 40 min
    Sales Biggest Hurdles - Apathy and Incumbency

    Sales Biggest Hurdles - Apathy and Incumbency

    In our latest episode, PT welcomes a return from our friend and sales guru, Dan Hudock. First appointments with new prospects are exciting and challenging.  Apathy and the feeling of already having what you offer often position you behind the eight ball from the start.  Join John Pojeta, from PT, and Dan, as they discuss the approaches to help overcome apathy while driving a wedge between the prospect and their current advisor. How do you measure success?  Short-term do you leave the first meeting with the second one in hand. Long-term are you acquiring new clients at a high pace?

    • 29 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings