Ohlson Group

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Financial Advisor Prospecting and Sales Tip Videos

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ROBUST, PROFITABLE, & HASSLE-FREE LEAD GENERATION & DIGITAL MARKETING SUITE​

​The New I.R.A.® (Insured Retirement Advantage) is one of the most innovative financial approaches ever developed. They designed a unique program that allows high income professionals to plan for retirement, while strategically protecting heirs and assets
Watch video

Learn About Our Internet Annuity Lead Program

In my marketing tip video, I will discuss:
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  1. How search engine advertising works.
  2. How we target and generate leads through Google and BING.
  3. Exploratory leads vs proactive leads... and why we think proactive leads are better.
  4. Typical results you can except from our annuity lead campaigns.
  5. Why we incorporate long-term drips to keep the sale possiblity alive.
watch the video

Lapsing Life Policies: The Perfect Opportunity to Help Clients

Take your clients life insurance policies out of the sock drawer and start treating these products as a manageable asset. If your clients purchased a life insurance back in the 70s or 80s, that policy may be coming up for renewal or may be lapsing soon. 
watch the video

Taking Ownership and Responsibility to Achieve New Levels of Success

We have the products that Americans need, we have a dwindling field force and most of the competition is in our minds. So, what should advisors with this attitude do? Simple, take responsibility.

​Let's take a closer look...
Watch The Video

Single Premium Life: The Financial Veg-A-Matic

During retirement, some of your clients' financial needs and concerns will change from retirement income to nestegg protection. This is a perfect opportunity to schedule  a retirement plan review!

Watch our video to discover the identity of this production solution.
watch the video

Take Down That Website!

Your website (or lack of having one) may be costing you more than new clients and business... it may be hurting your reputation!

Do you feel like (1) your leads aren't as good as they used to be, (2) you are not getting as many appointments, or (3) you're experiencing more cancelled appointments? If so, this video is for you.
watch the video

Increase Sales with 2 Simple Questions

Ray's tested and proven sales concept will not only help you close more new business with prospects... you'll also unlock cross-sale opportunities with current clients.

Discover the 2 simple questions you should be asking your prospects and clients today.
watch the video

How to Attract Prospects by Building the Perfect Identity

We have too many people chasing too few advisors… so why aren’t you overloaded with new prospects? I’ve got some solutions that'll address this unique problem. 
watch the video

Prime The Pump And Let It Drip

We just finished up another Ray Ohlson Unplugged video titled, "Prime the Pump and Let It Drip!" I'll show you how to put an end to your prospecting woes. As a MDRT Life Member, I've got some real-life, simple, and easy-to-implement strategies that you can use right now
watch the video

SPL: The Swiss Army Knife of Wealth Transfer

Did you know that $30 Trillion Dollars will be passed down to beneficiaries over the next few years? Wealth Transfer is a HUGE untapped market where Americans need your help. 
watch the video


Safe Money Places: Our FREE Financial Advisor Marketing and Branding Program

Prospecting is the lifeline of our business and it's getting tougher every year for financial advisors. Micro Marketing solves this problem by getting you more prospects and building credibility by "dripping" on clients and prospects on a regular business. This program will increase the amount of referrals you receive.
watch the video

Help Your Clients Avoid The Tax Time Bomb

This 10 Minute Tip video will show you how to eliminate the tax time bomb by utilizing wealth transfer products such as single premium life policy. 
Watch This Video

The Laughing Banker Sales Concept

Your clients have loads of money sitting in bank accounts ready to be passed down to others. Learn how to demonstrate to your clients why some bank products do not provide the benefits they need to protect and increase their estate value. 
Watch This Video

What Do Baby Boomers Need and Want?

For most of you, the Baby Boomers are your target market. Now it's time to get to know and understand the Baby Boomer Generation. By watching this 10 Minute Tip you will learn how your prospects think and act as well as their needs and wants. 
Watch This Video
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CONTACT INFORMATION:
11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
Toll-Free: 1-877-844-0900 | Fax: 317-844-4422

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The Ohlson Group, Inc. provides links from its website to various third party sites which may enable you to obtain locations and information outside of The Ohlson Group's control. The Ohlson Group, Inc. neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group, Inc. does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.

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