Financial Advisor Prospecting and Sales Tip Videos
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.
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.
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.
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.
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.
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
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.
AssessBEST: Compliance & Sales Maker Software Solution for Advisors
Talk about turning lemons into lemonade, this consumer video will have you known as the "go to”advisor.Americans are well aware of the fiduciary rule, and it’s hereto stay...one way or another. Wear your "Best Interest Badge" proudly.
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.
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.
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.
