 What a time to be in the financial services business. Our services are needed and desired today more than ever. But, we still have the element that started this economic downturn, coronavirus, to deal with. Now what does the retiree, or soon to be retired, American do now? Many have already exhausted their supplies of Pepto-Bismol and have sworn that they will never get in this position again. In my discussion with my age group, they are looking to “take some money off the table” and reposition a portion into a safe money vehicle. And, for the most part, they desire another guaranteed stream of income that will last for the rest of their lives. So what do us financial pros do now? Read on please. Pick up the phone and schedule a review with your clients. Do it via phone, Skype, Facetime or ZOOM, but do it. Schedule a “garden party.” Yes, meet them on a patio, porch, or deck. Tell them you will be wearing a mask and will adhere to social distancing. They want to talk, they want ideas, they want socialization, but have a discussion and not make it a speech. Find out what is on their minds, where it hurts, etc. Your clients are going to talk with someone… so why not you? What about those great prospects that you met that didn’t pull through? It's time to reach out again. This is the time to convince them to pivot and look out for their future. We can help you get back in the game. No more waiting around for the dust to settle.
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INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS
The Ohlson Group, Inc. 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, Inc. neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. The Ohlson Group, Inc. 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, Inc., (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 Inc, and or Joseph R. Ohlson LUTCF is licensed to do business in all states except New York.
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