Plans Vs. Reality

We are in a tremendous profession. We can really choose to work as much or as little as we want as we approach retirement. We spend a great percentage of our time helping our clients meet their retirement goals. But what about yours? It all starts today. You need to have a sound marketing plan that will assist you today as well as tomorrow. We need to develop a flow of prospects 2, 5, and 10 years from now. The question is, how do we do that?

Well, there is no “secret sauce,” as some would have you believe. We need to analyze our available time, money, and manpower to get the job done. Today, you have to have a prescription for success that has an equal portion of human touch, as well as a strong compelling digital presence. Let’s look at some ideas:

First, seminars work but they are different. Today's Boomers check you out before they attend. Yes, dinners are great, but seminars can be done without a big fancy meal. We can help you fill the rooms at a much lower cost. I am sure you see ads that speak of retirement planning solutions. Have an interest in doing that? Great… we can help.

What about the next generations? You know, the people that will get the death proceeds of the products we sell. Do you have an opportunity to work with them? If not, we do and we can help. Why not give us a call or schedule an appointment and let’s jointly develop a plan that makes your retirement dreams a reality!

Get Yourself 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