Since 1992, The PT Services Group has specialized in business-to-business appointment setting for the financial services and insurance industries. Their process is designed to build new sales pipelines for already successful producers and financial planners.

The PT Services Group is owned, operated and staffed by professionals with expert knowledge of the financial services and insurance industries. Their teams – from the CEO to the sales associates – engage in continuous training to maintain the high quality of services so that they can continue to generate new business opportunities for their clients. Because their employees are long-term stakeholders in the company instead of temp hires or outsourced workers, they’re personally invested in their success and their clients’ success.

PT provides each client with a customized on-boarding process, during which time we discuss, in great depth, a client’s unique needs and concerns. This discussion forms the foundation for our storyboard building process, ensuring that our appointment setting program targets the types of customers that you want and that the narrative that we use to engage potential prospects accurately reflects your business goals and values.