Financial Professional White Papers & Resources

FIA STRATEGIES FACT OR FICTION? 
​BY DR. JACK MARRION
The Ohlson Group commissioned Dr. Jack Marrion to write a follow up to his first white paper (Actual Results vs. Hypothetical Backtesting) on “New Index Strategies vs Strategies with a Long Track Record.
ACTUAL RESULTS VS. HYPOTHETICAL BACKTESTING  - BY DR. JACK MARRION
The Ohlson Group commissioned Dr. Jack Marrion to write an exclusive mine white paper on this very topic. As you probably know, Dr. Jack and Ray Ohlson have been involved in the development of annuity products for years. 
INTERNET MARKETING WHITE PAPER
Financial professionals can no longer afford to NOT be involved with digital marketing. But, the questions are always the same ... “Where do I start?” & “Who do I turn to?”

Learn How To:
  • Promote your website via internet marketing
  • Increase leads & traffic to your website
  • Utilize email and social media marketing
  • Use Facebook, LinkedIn & Twitter to help grow your business
  • Generate leads with Landing Pages
  • Promote your blog posts to help generate more traffic to your website
MARKETING PLAN OUTLINE
We developed a marketing plan outline specifically geared towards financial professionals that will help you improve your overall marketing strategy.

This Outline Covers How To:
  • Create a Market Overview
  • Write an Executive Overview
  • Determine your strengths and weaknesses
  • Evaluate the products you offer
  • Establish goals and objectives
  • Develop strategies along with action plans
SEARCH ENGINE OPTIMIZATION (SEO) WHITE PAPER
Many people who have websites do not fully understand what SEO means, nor do they know how to begin implementing SEO Tactics and Strategies.

This White Paper Addresses:
  • Terminology you need to know such as metadata, page titles, page descriptions, and page ranking.
  • SEO Strategies to implement with your website marketing plan and increase visibility with search engines.
  • How to determine what your goals are with your website and how your website fits in with your marketing efforts.
  • Tips on how to write effective metadata  such as Page Titles and Page Descriptions.
BRANDING ENHANCEMENT OUTLINE
Competition comes from all aspects of the financial services business. You must compete with other financial professionals ... which includes retirement planners, insurance agents, investment, tax, legal and fee based arena.

This Agent Guide Covers How To:
  • Establish your Brand
  • Determine your Brand Position
  • Develop your Brand Vision Statement
  • Identify your Target Market
  • Reaffirm your Niche
  • Market your Brand
THE AGENT'S GUIDE TO A BETTER LIVING
In short, I will show you how you can greatly increase your income without having to invest a ton of money into some too-good-to-be-true methods that haven’t stood the test of time.  
  • Reduce your operating costs
  • Improve your sales performance
  • Get a handle on your business and treat your business as a business
  • Develop a short-term and a long-term plan built on firm footings rather than on shifting sands
  • Improve your “digital appearance”
  • Have 51% or more of your income come from current clients and referred leads within 24 months
MORE AGENT TRAINING:
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Sales & Marketing Tips Videos
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Sales & Marketing Tips Webinars
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Sales & Marketing Tips Blog

    Questions?