Hold on, I said "starting from scratch.” Not all financial pros are starting from scratch...
- The winners have the plans in place, know where they will get a significant part of their business and know just how to approach the year.
- Also, they have developed strategies and tactics to give them the best opportunity for success.
- And, they have a marketing budget.
- But, many, if not most, have a mentor. Someone that they are turning to for advice and guidance as they plow through his next year.
The year has tremendous promise as well as tremendous challenges. Who knows what will happen with a "best interest" rule. Who knows what the new Congress might do?
Bottom line, you need a plan with plenty of exit lanes. We have them here at The Ohlson Group. So, if a little nervous about your plan (or lack thereof) give us a call at 1-877-844-0900. Operators are standing by to help.
Until next time… good selling!
Raymond J. Ohlson, CLU, CRC, LACP
President and CEO of The Ohlson Group