 In the "old days," you would make sure that your suit was top notch, your shoes were shined and your nails were trimmed, because that was your chance to make a good first impression with your new prospects or clients. But today, your prospect has already gone online and checked you out. They have already visited your website, and will look to see the reason why they should meet with you. So, even if you are wearing your best suit, if your website does not scream of professionalism and credibility, you might as well dress in sweats. Bottom line, you should have a first class site with quality content - this is a given. Are you able to handle this? For some reading this, the answers will be no. So, what should you do? The answer is simple. Give us a call… we have it all. We will build the site, work on your marketing plan, personalize the content, and much more. Even if you don't wear a suit and dress clothes, which I think you should, you had better have a good digital presence. Call us today at 1-877-844-0900 or book a time to chat with one of our marketers and we'll get you set up and ready to go.
 As many of you know, I registered SCIP in 2003. SCIP represents the four pillars upon which I have always built my business and lived my personal life. SCIP stands for Service, Credibility, Integrity and Profitability. When incorporating SCIP into my business life, I know that all four elements of this acronym must be there for every participant in a financial service transaction. I believe it has to be there in order for you, the agent/advisor, because nothing happens until somebody sells something. It also has to be there for us, Ohlson Group and Safe Money Places International, LLC because we have to make a profit that allows us to deliver the services you have come to expect from us. Since we are an independent boutique firm, we don't rely on the "big box” IMO way of doing business. No one tells us what to sell, how to offer, what to pay or what to do. Nope, we are independent and operate in your best interest. Let's continue... So, the Service has to be there for all of us. Credibility, or believability, has to be there. You have to look at us as believable, the client needs to view you as credible, and the insurance company had better be credible with all of us. Integrity is something else. You can't earn it with a test or classes and you can't buy it. It is earned over many years but can take but minutes to lose. Now, back to Profitability. We all deserve that and the #1 recipient should be the client. That is how we have operated, and I am sure you do the same. So, if you start wondering where to place your next piece of business, or if you are being courted by one of the "big box shops,” don't forget the people that have truly walked a mile in your shoes. Yep, we have. Give us a call at 1-877-844-0900 to learn more about "SCIP.” I think you will like what you hear.
 Things move so swiftly today. There is also the "idea de jour" regarding business success. Many are quick to point out that what you were doing yesterday may no longer work today and times are changing. While this is true, more than just one practice should be done when approaching new prospects, or even when selling to clients. You see, the successful marketer has a multi-pronged approach to his or her marketing. Let's look at what many are deploying in their marketing arsenal. First off, the successful advisor is totally accountable for developing their clientele. Their clients hear from them on a monthly basis, with quality content that comes via email. We all know that the most expensive sale you ever make is the first one. And just because the new client gave you $100,000 for the annuity, that doesn't mean that they fully trust you. They are now going to watch and see how you follow up on the promises you made. You see, there is probably additional money in their wallet and plenty of problems to solve and dreams to be completed. But they expect service too. When they see you act in the way they expect, they will load you with referred leads, which have the lowest acquisition cost. Compelling direct mail can stand out in the mail box, and yes, it still works. But, it has to have a call to action where the reader wants to engage. Seminars? Of course they still work, but like the direct mail piece, they need to be compelling and attractive. There must be answers to questions that your target audience member really thinks about. We have done a lot of research and we can share those top-of-mind questions with you. Such as, "Meal or no meal?" or "Time of the seminar?" Lots of questions to be answered and we have the answers. How about text messaging? Do you ever text your clients? Think about it... Let's face it: You need the mindset to grow, money to invest, and a commitment to get referrals. We can provide you with the tools, presentations, approaches, content and more. You just need to have the attitude and the aptitude, as well as a mutual respect for each other. It's that simple! Set up an appointment to see just how great this partnership could be.
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The Ohlson Group LLC and or Joseph R. Ohlson LUTCF is licensed to do business in all states except New York.
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INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS
The Ohlson Group LLC 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 LLC neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group LLC 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.
CLAIMS OF COPYRIGHT INFRINGEMENT
The Digital Millennium Copyright Act of 1998, as amended, (the "DMCA") provides recourse for copyright owners who believe that material appearing on the Internet infringes their rights under U.S. copyright law. If you believe in good faith that materials we host infringe your copyright, you (or your agent) may send us a notice requesting that we remove the material or block access to it. If you believe in good faith that someone has wrongly filed a notice of copyright infringement against you, the DMCA permits you to send us a counter-notice. Notices and counter-notices must meet the then-current statutory requirements imposed by the DMCA; see http://www.loc.gov/copyright/ for details. Notices and counter-notices should be sent to [email protected]. The Ohlson Group LLC, (877) 844-0900. We suggest that you consult your legal advisor before filing a notice or counter-notice. Also, please be aware that there are penalties for false claims under the DMCA.
The Ohlson Group LLC and or Joseph R. Ohlson LUTCF is licensed to do business in all states except New York.
Privacy Policy
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