Boy, is that a good question. You know, it’s a question that isn’t asked of us directly very often. But, when advisors/agents get together, it many times does become a lively discourse. So, what is the answer?
The answers that would be given by many fine IMOs would differ and they are, I am sure, offering value. Many times, more value than you think. I also believe that with the coming of the DOL/Fiduciary rule, the IMOs will be working very hard to earn the revenue they desire. But, since I was asked this recently, let me give you an "elevator response" to that question:
Our mission at The Ohlson Group is to support and enhance the advisors relationships with their clients. We want to be viewed "best in class” when it comes to the areas of marketing, administrative support and education.
We also assist the professional in "bridging the gap" between traditional branding and the "Best "in digital marketing through the use of our Safe Money Places Agent Network platform. Plus, we have a stated goal of assisting the advisor in the attainment of a 25-50% increase in net revenue.
We also strive, with many of our advisors nearing retirement, in the systematic and professional transition of their blocks of business to another advisor in a profitable way for all concerned parties.
Finally, we want to offer our advisors with ideas that will "explode in people's minds." I like to use a quote that I have heard several people use but can't find the author: “Never entertain a small idea, as no-one will buy it, including yourself."
So, not sure if this answers your question, but we would love for you, in these challenging yet opportunistic times, to give us a shot and find out why agents from coast to coast continue to refer to us as... a different experience. Plus, as a recently elected public official said recently, "What do you have to lose? Why not give us a shot?”
Until next time...good selling!