We are really digging into our planning for 2020 the week of August 12th. My son and partner Nick Ohlson CLU, ChFC, will be coming in from our Chicago office to work the week in Carmel, Indiana with his brother, and partner, Joe Ohlson LUTCF and me. We will be covering a lot of ground. We need to start looking at “where are we going to place our bets?” What can we do for our advisors and agents in the field to make their 2020 tremendous? Because, remember, we only do well when you do well. How do we continue to be… “a different experience” for you in the field? So, what does his have to do with your planning? Please read on.
You need to be working with an IMO that is truly sympathetic and empathetic with your dreams, goals and desires. You need the services of an IMO that can assist you in getting in front of pre-qualified prospects, under favorable circumstances and on a regular basis. What about a robust digital marketing strategy and branding to set you apart from the competition? I suggest that you call one of our marketing consultants and request a phone meeting to get the conversation and planning going. Time flies. Let’s talk soon.
Until next time… good selling!
Raymond J. Ohlson, CLU, CRC, LACP
President and CEO of The Ohlson Group