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Financial Advisor Marketing and Sales Tips Guides

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FIA Strategies... Are They Fact or Fiction?

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.
Get Guide
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Actual Results vs. Hypothetical Backtesting

History has shown we can't predict marketwise what will happen tomorrow – much less over the next few years – so any index design based on a particular slice of history will only be right by chance. 
Get Guide
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A Financial Advisor's Guide to Digital Marketing

Learn how to give your business and firm a first good impression online. We will also cover how you can increase website traffict to your website and cultivate more business opportunities through digital marketing.
Get Guide
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Marketing Plan Outline

We developed a marketing plan outline specifically geared towards financial professionals that will help you improve your overall marketing strategy.
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Search Engine Optimization (SEO)

Many people who have websites do not fully understand what SEO means, nor do they know how to begin implementing SEO Tactics and Strategies.
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How to Upgrade Your Brand

Competition comes from all aspects of the financial services business. Having a strong brand will help you better compete with other financial professionals and stand out.
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Search Our Website to Find More Info, Tips, and Sales Ideas

Contact Information

Office Address:
​The Ohlson Group
11611 N. Meridian Street | Ste 110 | Carmel, IN 46032
Phone: 1-877-844-0900
Fax: 317-844-4422

Quick Links

Marketing & Tools:
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Lead Program
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Agent Training:
Sales Tip Videos
Agent Guides
​Marketing Blog
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Members Only:
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  • About
  • Marketing
    • In-House Annuity Leads
    • Agent Websites
    • Marketing & Branding
  • Services
    • Our Carriers
    • Product Search Tools
    • Online Contracting
    • eApps
  • Incentives
  • Resources
    • Marketing Blog
    • Agent Guides
    • Sales Tip Videos
    • Request an Illustration
  • Contact