In our business, I often hear some advisors and agents refer to all of the people they do business with as clients. Well, I would invite all of you to look up the definitions of client and customer.

I view the customer as a "transactional sale." They bought something from us because we had something "hot" and they were moved and bought. I also see some situations where the buyer wants to be a client. They were impressed with the knowledge, the presentation and the product. They listened to the promise of service, contact and content. But, when it didn't happen, their next purchase was from someone else.

In short, if you are not developing with your new client/customer, then they will be ripe for the picking by another advisor. Also, you can't get a good referred lead from a customer. You will get them when they are clients. After they grade you. We all talk about how tough it is to get good prospects. You need to drip on your clients with good content. Content that is meaningful and that might help people today and tomorrow. Or send postcards on special events. And more so, call them every so often to ask, "Mr. or Ms. Client, what can I do to help ease your financial troubles?"

So, how do you get this going? It is simple. As a member of The Safe Money Places Agent Network, we have a slew of handouts, videos, and articles available for your clients or prospects. Let us create a website for you, full of this information, with your name on it. We do the work and you reap the benefits of providing your prospects and clients with helpful information to ease their minds.

This is a no brainer. We have the system, and there is a spot open for you. Have your interest? Give us a call to line up a phone meeting with one of our marketing consultants. Then you will know why agents from coast to coast continue to refer to us as... a different experience.

It's that time of year to start planning for next year. We are honored to be working with so many of our associates in the field who enlist us to help them with next year’s plans. This can be a daunting task.  

Of course, we first need to look at where we are today... and then ask ourselves if our current situation matches up to your dreams and desires that you vowed to hit at this time last year. If not, of course we have to question why we are at this spot in our career. If sales, income and an endless flow of prospects are not where they are supposed to be, it is now time to take action. But, where do you start? 

The first part of the answer is to build your plan with someone that has a real reason to want to see you succeed. In our case, it is Ohlson Group. Why? The more successful you are, the more successful we are. Okay, I said that we have to analyze where we are today. But, what does that mean? Please read on.

A problem is an opportunity if we know how to deal with it. We must first find the "root cause" of our current situation. Why are we where we are? These are tough questions that need introspection. As Napoleon Hill said in his book, "The Master Key to Riches" you need someone in your "Mastermind Group" to assist you towards the attainment of your goals. Mastermind group people are those that are sympathetic and empathetic with your goals, dreams and desires. We are those people. We want and need for you to succeed.  

​So, if you are interested in discussing your plans with us and are open to investigating the "root cause" give us a call and line up a meeting with one of our marketing consultants. We want to help and continue to earn the right to get your business.  ​