How To Shift From In Person To Online

You may be in trouble if you don’t act now. These are different times and we haven't experienced anything like this in over 100 years. But as we know, times like this can bring the greatest discoveries and victories for those that can pivot and act now. 

I once heard a saying, "We can be down about things we aren't up on.” In this case, I am talking about tools like ZOOM. We are having great success with this concept. Many say that financial services products can not be presented and sold unless we are face to face at a table. I remember when I was president of a life insurance company, and an agent and good friend said, "You will lose all the agent's business if you start emailing brochures as opposed to sending hard copies.”  Well, we know how that turned out...

Yes, your client and prospect need to see you, but many are nervous about getting physically face to face. So, let's do the next best thing. Let's get virtual. The presentation process is much the same. We just have to conquer the fears of the unknown.  

Bottom line, we can help you, help your clients. We have the tools, and can help you with the opening, the presentation, the solution, the close and the referrals. Listen, while you wait, the competition is full steam ahead. Time to get in the game and join a team that knows what they are doing, what the client wants, and how to help the agent give the clients just that. That would be us.

Book an appointment with one of our marketing consultants and let's discuss the various tools available to you, your prospects, and your clients.

Don't delay... if you do, your competition might just ZOOM past you. Schedule a call below.

Stay Ahead

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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