Have you ever had a prospect or client say that to you? Not all clients or prospects have the nerve to ask the question. So, most just search online for your “ID”. Your prospects want to know what makes you qualified to handle their retirement income and accumulation needs.
Now, before you go crazy, I know that a designation does not qualify the person as a pro. I realize that many of the most successful people of our times did not have a college degree. However, the pressure and press being applied by various groups makes it imperative that you have a way to stand out from the crowd and show credibility in the financial services arena. So, where am I going with this? Please read on...
It is now, and will become even more so later, a war of credentials. The consumer checks you out before they grant an interview or make a purchase. What special schooling separates you from the pack?
You need some “ID” if you don’t already have it. I personally have my CLU from The American College and love all that they have. But, for many of these designations, you have to commit to 6-8 undergraduate style courses (usually 3-4 credit hours per course) and it takes some time. Most of us don't have time for that, so that's why I'm suggesting obtaining your CRC, which The Wall Street journal cited the “CRC” as one of the 3 “look for” retirement planning designations when seeking retirement planning help.
The CRC designation is ONE 200 question exam broken down into 4 different modules all geared towards retirement planning. The Certified Retirement Counselor CRC® will allow you to tangibly demonstrate your expertise and commitment to your profession. CRC® is now viewed as one of the most credible and sought-after retirement planning designation programs offered today.
So, I am recommending that you look at the CRC for your additional credibility.
PLUS, I will pay for over 50% of the cost based on certain conditions. Click here to watch the exclusive CRC webinar NOW.
I am sure that you realize that I am big on continual education and quality designations. I am a “life long learner” in our business. And, I am proud to say that my sons are as well. Nick, who is the Managing Director of our Chicago office, has his Chartered Financial Consultant, ChFC and just finished his Chartered Life Underwriter, CLU from The American College. Joe, the Managing Director of our Carmel, Indiana Office, has his Life Underwriter Training Council Fellow, LUTCF from the American College as well. He will soon seek to obtain his Certified Retirement Counselor, CRC designation from InFRE ( International Foundation for Retirement Education). Their academic sponsor is Texas Tech. So, let me get to the point.
Knowledge is power…not only will you learn a lot and improve your resume, you may also close more sales due the new info you have obtained.
Until Next Time ... Good Selling!
Raymond J. Ohlson, CLU, CRC
President and CEO of The Ohlson Group and SMP International LLC