Tips For Staying In The Game

Lots of challenges today. As you already know, we are dealing with something that hasn’t affected America for decades. It is definitely creating a challenge for our business... but it is also creating new opportunities! As a veteran that has been through other significant challenges, let me give you a few tips for staying in the game.

• Keep doing something. It is hard to hit a moving target. Pick up the phone, call your clients, check in and see how they are doing. Give them a review of their “Safe Money Products.” Ask them how their kids are doing. Ask for permission to call their adult kids to let them know how their parents' portfolios are doing... and what the products could do for them.
• Ask them about the rest of their portfolio, and ask if they would like to review and explore opportunities.
• Ask them if they have friends that could benefit from a 15 minute phone appointment to let them know how you have protected their assets. Ask them to drop their friends an email and email the new prospects, introduce yourself, and tell them that you will be calling them. They all have the time and the interest.
• Prepare a webcast, Go-To-Meeting, ZOOM, or other product to do a virtual work shop with your clients. Ask them to invite others, remind them of what you do, and how your products work. After the short 15 minute presentations, invite them to go to your calendar and book a phone appointment.
• Write a letter or send a card to your clients. Wish them all good health and encourage them to stay safe. Also invite them to call you if they would like to check up.

Bottom line is this: You have the time, it is the right thing to do, it will pay dividends. And you can also be viewed as… a different experience

Stay In The Game

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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