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New Years Resolutions and Spring cleaning

2/25/2019

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For many of us, these two tasks go hand in hand.  We make great New Years resolutions but sometimes, life gets in the way. I find that old ideas and habits can get in the way of following through on great new Years’s resolutions.  But, there is good news… spring is around the corner.

Why not get a jump start on your spring cleaning and start now.  Maybe it is time to get rid of some of the old habits, and ways of doing business, that got in the way of your New Year’s plans.  Bottom line, things are moving fast.  So, I will make this short and get to the point. 

You might need an additional tool for your marketing tool bag.  I am not suggesting that you throw out the tried and true methods of doing business.  I am talking about adding something new. That something new is integrating digital marketing to your arsenal. We have the package.

Give us a call today and set up a no obligation consultation with one of our marketing consultants. We have spent the time, money and manpower to get this going. It is working… it is working but territories are limited. Don’t delay… call today.

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Until next time… good selling!

Raymond J. Ohlson, CLU, CRC, LACP
​President and CEO of The Ohlson Group
1-877-844-0900
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The harsh reality of business

2/18/2019

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“Chainsaw Al Dunlap” passed away this January 2019.  Many of you will remember that he was the turnaround CEO at Sunbeam in the 1990’s. He used deep cuts and turned the company around.  He was not without his detractors, but did get the job done.

I am not trying to praise or offer disturbing facts about Mr. Dunlap. He was also a great philanthropist and a man ahead of his time.  His memoirs were prophetic in some ways.  The Wall Street journal published a small portion of the memoirs. “The harsh reality of business life is that what works today won’t even be satisfactory tomorrow,” he wrote.  “The predators are out there, circling, trying to stare you down, waiting for any sign of weakness, ready to pounce and make you their next meal.”

The same holds true for the financial services industry.  Information to potential clients is easy to obtain.  Yes, the consumer still needs our help.  But, how do you get noticed in this fast moving, crowded and complex world?  

You need a digital footprint to go along with traditional marketing.  You don’t want to quit what you are doing, but you must get in the game.  You need digital leads along with your “tried and true” methods. 

But, how do you start?  If you read our info, you know that The Ohlson Group has the entire package.  Give us a call and see how easy it is to get started.  We have months of research, have spent tens of thousands of dollars in testing and we can make it happen. Give us a call and avoid being your competition’s “next meal.”


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Until next time… good selling!

Raymond J. Ohlson, CLU, CRC, LACP
​President and CEO of The Ohlson Group
1-877-844-0900
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Tell me about your digital marketing strategy

2/11/2019

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Do you have a defined digital marketing strategy?  Do you separate it from your "time tested traditional marketing" strategy?  Or, are you testing digital marketing without a strategy and/or proven tactics?

Too many today just try some new "Digital Marketing silver bullet" that they saw, or heard about in a promotional newsletter.  But, they didn't have a strategy.  And without a digital strategy you probably don't, or won't know if you are getting the attention of the right target market, at the right time and with the right message.

The successful financial professional has a digital marketing strategy and he/she tries to take the "guessing" out of what he/she does and focuses on getting ahead of the competition and increasing the bottom line while "having fun.”

The English dictionary describes a strategy as a plan of action to achieve a long term or overall aim.  I've served on a number of boards, and was always amazed at how each described strategy and tactics.  I was always impressed that my hospital board got it right.  They knew the difference between strategy and tactics.  "Strategy is the what, why, where and when.”  Tactics are "How you are going to achieve the strategy.”

So, have I confused you?  Do you feel like the digital wave is rushing over you and you are caught in the undertow? 

If so, don't feel like the Lone Ranger.  But, many of your competitors are "riding the Ohlson Group digital wave" and are finding this profession to be a lot more fun and a lot more profitable. No, we don't throw the baby out with the bathwater.  We integrate our proven digital marketing strategy into your overall marketing plan and continue to treasure and utilize traditional marketing tactics and skills. 

There is a tropical disturbance starting to form.  It is the "digital wave."  Ride it with us or risk getting swept under by the rip tides. Call us today at 1-877-844-0900
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Digital Media prospecting Strategies

2/1/2019

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In the financial services industry, like many others, digital marketing has become a must. If you do not have an online, multi-faceted presence then you are getting left behind. And the sad part is, you will not realize what is happening until it is too late! 

Working with hundreds of agents/advisors per year, I have seen the pitfalls of a producer who does not have an online presence. These folks do apparently cannot see what is staring them in the face: that if you do not have an online presence your business will continue to die a slow death.

Here are things you NEED to be doing to continue your success in the financial services arena:
  1. Have a drip e-mail system in place – with VALUABLE content that consumers will want to view (other agents/advisors are likely already e-mailing YOUR clients)
  2. Have a web site with relevant content, videos and landing pages – and blog posts!
  3. Utilize digital means (like Facebook and Google) to acquire new clients and prospects
  4. Brand yourself digitally. Who are you? What separates you? WHOSE team are you on?

You see, today’s consumer is different than that of even five years ago. Today, buyers are online searching Google for solutions. They are looking up agents’ websites. They are looking at Google reviews. They are watching informative videos. Heck, they are not much different than you or me! If you are like me, you do these things on a daily basis when you buy shoes, purchase a car or compare prices on a home theatre system, etc.

What can you do to get up and running in this new era? Sounds expensive, right? Sounds technical and confusing? Sounds like a ton of work! Well, it can be. There are lead vendors who will tell you, “for $6,000 I can do everything you mention in those four points”. It’s true. They can set up a generic website, put together unbranded videos and send out fairly relevant e-mails to your folks on a regular basis. Heck, they may even say “we can get you Google Annuity leads for $300 to $350 per lead – just buy 10 and you will have success!” 

Pump the brakes! These folks are in the VENDOR business. They exist to sell you these products. The Ohlson Group, and our Safe Money Places properties, is an IMO. We are motivated to help you become a better agent and close more good business. 

If you are still reading, you may wonder – what is my point? Here it is – plain and simple:
  1. We have the full digital marketing package.
  2. We can fill workshops for a fraction of the cost of the worn-out mailer methods.
  3. We can get real time Google user-generated leads– and they don’t cost $350.
  4. We will build you an official Safe Money Places Agent website at no cost.
  5. And we will drip on your client base at no cost.
 
There is no reason you cannot be a part of the new generation of sales people. Age is not a factor. Nor is technological experience. You need to be with an IMO that has all of these things in place so you can go out and help more people. That is what makes The Ohlson Group … a different experience!

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Until Next Time, Good Selling!

Joe Ohlson – 
Managing Partner
The Ohlson Group and SMP International LLC
www.OhlsonGroup.com
www.SafeMoneyPlaces.com
1-877-844-0900
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