Who Can You Trust?

That appears to be the question that many Americans are asking when it comes to their retirement planning. A recent study, conducted by The National Association of Retirement Plan Participants, stated that "Consumer trust in banks, brokerage, insurance, and other financial companies has fallen from 13% in 2015 to 8% today." Now, as scary as that might seem, the study went on to say that the problem has been linked "to people's lack of confidence in their own ability to make financial decisions (especially in retirement issues)."

So, where does that leave today's financial professionals? Simple, the ones that can exhibit credibility (believability) and offer help and tools to their prospective clients will become the victors. I have written before that the new breed of 10,000 people turning 65 years old every day are far different than their parents. They want and desire access to information to assist them in decision-making when it comes to their retirement. They want safety and service. And, they demand more than "lip service."

Today, more than ever, we need to separate ourselves from the crowd to win the business. Do I have ideas to help you, the advisor? Of course. You see, you are just like the consumers. You may be losing confidence in our industry, the insurance companies, and the IMOs. So, we must be... a different experience.

Let's take a look "around the store." How about www.safemoneyplaces.com? Give that a visit. How would you like that link on your website? Don't have a website? No problem. Go to our retail site www.ohlsonfinancial.com. We will build a Safe Money Agent Website like that for you. When you are at the Safe Money Places site, take a look at the "Safe Money News." We will send the Safe Money News to your list every 90 days and personalize your landing page. When you're at www.safemoneyplaces.com, take a look at the agent locator... we would love to see your name there... and so would your clients and prospects.

In closing, you need to show your stuff. Mouthing it is not enough today. You have to earn the trust. I hope that we have earned yours. Call us if we can be of help at 1-877-844-0900.

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Until next time… good selling!
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Raymond J. Ohlson
Founder & Retired CEO
Ohlson Group
​1-877-844-0900