This business can be too hard if you are not financially successful. Now, financially successful means different things to different people. But, if you are struggling in the financial services business... this  business is too hard and is not much fun. The question the people in that category need to ask themselves is... "Are you the one making this so hard?” Think about it. When in the history of the "safe money business" have we ever had it this good? People want our products, there is a shortage of agents/advisors, many are getting old and tired and there has never been less competition. So, if you are not hitting your success levels... why? Let's look:
 
What is necessary to be successful in our business? The answer is simple. You need to get in front of pre-qualified prospects, under favorable circumstances and on a regular basis. There are many different factors that contribute to making this come true. You have to be marketing and prospecting from many different fronts.

The days of only doing it one way are over. You need many different avenues, including:

1. Traditional marketing via direct mail and advertising.
2. Events sponsored by you. It could be a booth at a festival or a consumer seminar.
3. A digital presence and have a great website with powerful content.
4. Proving yourself worthy of referrals and then continue to pursue those leads.
5. You need to start working with the next generation. They will be the recipients of the death benefits we create through life and annuity contracts. 
6. To be known for something and digitally drip on your clients and prospects each month.

Sound daunting? Of course it is... if you are on your own. Looking for a solution? Give me two more minutes.

You need to be a member of "The Safe Money Places Agents Network," and let us do all the behind the scene stuff. You need to work with us in the development of YOUR plan. Guys and girls, we are having tremendous success assisting our agents in the quest for increased profitability.

So, if you have the desire, attitude, and aptitude, don't waste another minute. Schedule a call with one of our consultants. Tell us about your practice, your needs, desires, and goals. Let's jointly build a plan for long term success. Then you will be another agent that refers to Ohlson Group as... a different experience.

Until next time, good selling!

Ask your clients, "Can you please walk me through your thought process when you set up your retirement income plan." That's right... just ask your clients to explain it. 

Until you get your prospect talking, until you make them feel the potential financial pain they will suffer, they won't listen to your solution. Until they admit out loud that they have a problem... don't give the solution. They need to verbalize to you how and why they implemented the retirement plan they now have. It will help you get into their thought process to better help them, and better help you!

Then you can ask:

1. "Do you think the plan is working? Why do you feel that way?"
2. "Do you feel comfortable with the financial professional you have been working with... and why?"

 
And then you can go further. "Do you have the appropriate amount of money at risk," then ask them:

1. "How did you come up with the proper amount?"
2. "What method, program etc?"
3. "Do you feel as though your retirement plan is set up in a tax advantaged way? And why?"

 
I know there are more questions, but after their shortcomings are exposed, you can present the solution that is right for them. This is not high pressure... this is just doing the job that my CLU oath says I should uphold. Help the people, show them how much better they will feel, and they will buy, as opposed to you having to sell.  

Want to learn more about behavioral dynamics? I would love to discuss with you more!
 
Until next time... good selling!