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Leads and Seeds Have 1 Thing In Common

9/21/2024

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Prospecting leads is similar to planting seeds on a farm. You have to nurture those seeds with the right nutrients, care for them, and wait patiently for the seeds to sprout and grow before you can harvest the crop. Not all of the plants will survive, but if you have enough plants to nurture, your farm will inevitably yield enough crops to be successful and meet your yield goals. For this reason, it’s important to always be collecting and planting new “seeds” to keep your sales funnel in pristine condition. Seeds and Sales Require nurturing

Seeds and Sales Require Nurturing

​​Annuities are very big buying decisions for clients and require patience from agents, which admittedly is very difficult for the field, because agents don’t get paid on the 15th and 30th like most corporate office jobs. So, it's understandable that agents get anxious and are more than ready for a sale when a prospect shows interest.

​However, as we all know, the reward can be tremendous! That’s the thrill of our business, right? Who doesn’t like closing a $500k+ case?


Also like crops, leads can’t be rushed to grow quicker or forced to yield a bigger harvest. However, you can use Miracle Grow and good fertilizer (i.e. digital marketing) to help your seeds sprout, grow, and yield a successful harvest. The key difference between many $30M producers and the $1M producers is their approach to prospecting. $30M producers have figured out that secret sauce… prospecting automation systems.

How To Prospect Patiently and Confidently

The most successful agents create and execute an effective digital marketing strategy to nurture their leads and prospects on autopilot. This automated workflow helps agents work the leads until they are ready to make a buying decision, which can happen at different times of the year... kind of like Spring, Summer, and Fall harvest. This way, agents don’t feel the need to close a new lead in 30 days, because they are harvesting the crop from 3 months ago, 6 months ago, or even a year ago. There’s a lot less pressure on everyone, and their lifestyles improve, such as being able to spend more time with their families and friends. Plus, agents don’t have to spend as much time chasing the leads as they do closing biz. 

Combining an effective source of leads with digital marketing can truly create a synergy effect that leads to more sales. Not only will your production increase, but your confidence level will soar because you will have a steady stream of new appointments. People like and trust confident people, and are scared off by anyone who seems desperate. Think about it this way… if you went on a first date, and you asked them to move in with you, wouldn’t that scare the other person off? The same holds true for our business. 

​When you don’t have a marketing automation system in place, you feel more pressure to take action and try to close the prospect as quickly as possible. Some people will not respond well if you try to close them on the first appointment or talk about products. They want to get to know you first, learn more about the services you provide, and most importantly… they want to talk to you about themselves!

That’s right, the most important thing you can do during your first appointment is to listen and get to know your client. Most people enjoy talking about themselves, their families, what they’re doing for their communities, their partners/spouses, children, grandchildren, etc. Once you establish a baseline, then start talking about their financial goals, what concerns them about retirement, and what kind of lifestyle they want for themselves.

Improve Your Yield Ratio With Less Effort

We know that many agents are great at closing, but it’s getting that opportunity that’s becoming more elusive. The catch-22 of today’s society, is technically we have more resources and tools to accomplish our goals… so it should be easier… but the reality is it’s actually becoming more difficult because competition can be fierce. So, by developing a strong brand to separate yourself from the pack and implementing marketing automation, you can set yourself up to have a tremendous year. 

If you would like to know what digital marketing services we provide, as well as our in-house annuity lead generation program, please reach schedule a quick call to learn more. We’re here to help you be as successful as possible, and would like the opportunity to earn your business. Start planting the seeds of success today!

Want To Learn More?

Schedule A Call

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Until next time… good selling!

Jason Garriott,
Director of Digital Marketing

​The Ohlson Group
1-877-844-0900
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High Net Worth Clients Expect Professional Websites

9/20/2024

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Having a website can only improve your odds to making contact with leads, setting appointments, and closing sales. There's really no downside to having a website. I know you've been successful in the past, so it's understandable to feel like you're not in dire need of a website. So, I totally get not wanting one or seeing why it's important to have one.

However, if having a website helps you acquire even just one new client, it's probably worth it, right?

Especially if we supply you one for free, there's not much to lose. At the very least, it wouldn't hurt to have an agent website because a good website helps you to build even more trust and credibility with prospects, who do not know you or your passion to help them... yet.

  • First off, if you’re paying for leads online through Search Based Advertising, your prospects are already on the internet to conduct research.
  • Many people will visit company websites they are thinking of doing business with. 
  • They expect you to have a professional website with useful info and resources.

Not having a website (or having a bad one), may dissuade certain prospects, especially high end clients, from wanting to work with you.
  • Many people simply expect businesses to have websites, across all industries. 
  • People will most likely not tell you, but one of the main reasons why they're not going to do business with you is because of you not having a website for credibility. 
  • Those people will just ignore your calls and emails, or ask you to stop contacting them.  
  • Having this credibility and resource to refer prospects to can build trust in you and your business.

Here are a few questions I typically ask agents about this subject of not having a website vs having one...
​
  • "Would you have decided to choose and contract with Ohlson Group to write business through if we didn't have a website?"
  • "If we didn't have an OhlsonGroup.com website, what would have been your first impression of Ohlson Group?"
  • "Would we look professional to you without a company website?"
  • "Would you be more likely to choose to work with a competitor IMO who has a website, if we didn't have one?"
  • Would you have been able to explore all of our services and resources the same?
​
If you want assistance with building a website, we actually provide websites free of charge to you! This is a value of $1000s, as most website setup fees are very expensive. Those websites typically don’t even include educational content, which would increase the cost of development significantly. 

Why spend the time and money building your website, when we have one ready for you right now? Not only is this an important, if not almost necessary, space in the digital world to showcase your business, brand, and services, but it also contains educational content to benefit your client. We have the videos, the client guides, overview articles, and professional branding you need to make a good first impression to win over the prospect’s expectations and make them want to do business with you. 

As society becomes more digital, as a business owner, it is crucial you remain in the front of all prospects, especially high end prospects. So, schedule a chat with one of our marketers today and give your business the boost it needs to bring in even more revenue in 2023. ​
Schedule A Call
Learn More
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An Alternative To CD's

9/11/2024

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Current and pre-retirees are in a pinch and they are worried. Contrary to what many might think, it’s the retirement income that will help them stay afloat. We need to come to the rescue! This might just be our time to shine.

Forget all the wonderful projections of the past few years, and focus on the guaranteed retirement income benefits of a Fixed Index Annuity. Have clients that are CD buyers? Show them the CD and Bond alternative. That is the shiny and beautiful MYGA.

I am not suggesting that people dump all their equities because they will come back. I am hanging in there but I, like others, wish to add to more Safe Money Places. Our products are perfect for today and tomorrow. Americans are looking for guaranteed income and good return on short term products. So, what to do? Read on…


Need leads? We have territories that are open for our wholesale priced digital annuity leads. See if you area is open. Call our marketing team to set up a proposal for your prospects and clients. Try laddering MYGAs and FIAs. Ladies and gents, this is our Super Bowl… our World Series and more. Let’s win together and help America.
Let's Win Together

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

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  • About
  • Marketing
    • In-House Annuity Leads
    • Agent Websites
    • Marketing & Branding
  • Services
    • Our Carriers
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    • Online Contracting
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  • Incentives
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