Make Yourself More Referable

There are many ways to get new clients and we have several solutions at Ohlson Group. Being a life member of The Million Dollar Round Table, I have always found that the best, and most cost effective lead, is the referred lead. For many, they appear the most difficult to obtain. I agree, but they are the best and pay the advisor tremendous benefits. Let’s take a look at some ideas and some misconceptions.

First off, I always felt that a referral at the time of the sale was the most difficult. You see, I believe that the first sale is turning your prospect into a customer. They want to be your client, but want to check you out and see if you keep your promises. For me, it was based on how I was graded in the areas of SCIP… Service, Credibility, Integrity and Profitability. A good delivery was most important to me. Then 30 days later, another call by me to see if there was anything else I should go over with them or any questions that needed to be answered. I thanked them again, but I didn’t ask for leads and I would then send a small gift.

Now I drip on them every week from time of sale until 8 weeks out. All of the drips are automatically done through Ohlson Group and branded with Safe Money Places. At the end of 8 weeks, I would ask for a short meeting to again review and it would be then that I would ask for leads. Today, we may have to do this virtually. The content we send out is the most professional in the market place. Interested in sending it to your clients? Click here.

Now I also do this occasionally: The Client Appreciation Luncheon. The cost of admission is to bring a friend or couple with them. I would suggest that you have a speaker of interest for 30 minutes and a 15 minute presentation by you. The speakers can be on health, pet safety, personal fitness, etc. You pay nothing, as they are looking for the exposure. At the end of the luncheon, I would pass out a form asking for an appointment with the new guests, either in person or virtually.

This is just an overview, but so easy to do. There is a timeline and don’t look hungry. Go through all of the steps. I hope this helps and I also hope that you now see why agents from coast to coast continue to refer to Ohlson group as… a different experience.

Get More Leads

---

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