Digital Marketing Prospecting Tips

In the financial services industry, digital marketing has become a must. If you do not have an online, multi-faceted presence, then you are getting left behind. And the sad part is, you will not realize what is happening until it is too late! 

Working with hundreds of advisors per year, I have seen the pitfalls of a producer who does not have an online presence. These folks apparently cannot see what is staring them in the face: that if you do not have an online presence, your business will continue to die a slow death.

Here are things you need to be doing to continue your success in the financial services arena:

1. Have a drip e-mail system in place – with valuable content that consumers will want to view 
2. Have a website with relevant content, videos, landing pages, and blog posts
3. Utilize digital means (like Facebook and Google) to acquire new clients and prospects
4. Brand yourself digitally. Who are you? What separates you?

Today’s consumer is different than that of even five years ago. 
Today, buyers are online searching Google for solutions. They are looking up agents’ websites. They are looking at Google reviews. They are watching informative videos. Heck, they are not much different than you or me! If you are like me, you do these things on a daily basis when you buy shoes, purchase a car or compare prices on a home theatre system, etc.

What can you do to get up and running in this new era? 
Sounds expensive, right? Sounds technical and confusing? Sounds like a ton of work! Well, it can be. There are lead vendors who will tell you, “For $6,000, I can do everything you mention in those four points." It’s true. They can set up a generic website, put together unbranded videos, and send out fairly relevant e-mails to your folks on a regular basis. They may even say, “We can get you Google Annuity leads – just buy 10 and you will have success!” 

Pump the brakes! These folks are in the vendor business. They exist to sell you these products. Ohlson Group and our Safe Money Places properties are IMOs. We are motivated to help you become a better agent and close more good business. 

If you are still reading, you may wonder – what is my point? Here it is – plain and simple:

1. We have the full digital marketing package.
2. We can get real time Google user-generated leads– and they don’t cost as much.
3. We will build you an official Safe Money Places Agent website at no cost.
4. We are full of sales tips, product knowledge, and extremely ambitious! 

 
There is no reason you cannot be a part of the new generation of sales people. Age is not a factor. Nor is technological experience. You need to be with an IMO that has all of these things in place so you can go out and help more people. That is what makes Ohlson Group … a different experience!

Stay Ahead

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