We have all heard this expression.  Well, it pertains to life in general as well as the financial series business. Americans are dealing with Covid-19 in their own ways.  And, as you know, some areas of the country have been hit harder than others and there is still a lot of trepidation.  Having said that, some businesses have adapted and are seeing their sales and growth on an upward trend.  The same can be said for many in the financial services business.  

You see, ZOOM type meetings are exploding and I believe that they will be here for a long time.  Sure, it is hard to beat the face to face, but Americans have been dealing online with other products for quite some time.  And, I believe that Americans will do at least part of their financials decision making online.  Research on products, companies and advisors is growing rapidly. So, are you taking advantage of this new approach to marketing?

Look, I started selling life insurance when I was a senior in college.  I was lucky enough to make the Million Dollar Round Table when completing my degree.  And, probably just like you, my sales were made across dining room tables, desks or in parking lots.  And, I like it.  Now, I do believe that there will be more face to face closes in the near future.  But, I also believe that the first meeting can and will be done virtually.  I know that this can be daunting, but we can help.  

I believe that you must take the core values and skills that you have, and merge them into a digital approach.  I would then ask for porch, deck and patio final meetings.  There is another old saying, “You can’t put the toothpaste back into the tube.”  So, come on guys and girls, give us a call and let us help. Need digital online leads? We have them, and will even offset your costs after production. Let’s go for it.

What a time to be in the financial services business.  Our services are needed, and desired, today more than ever.  We had the steepest recession since the great depression followed by what appears to be a “V shaped” recovery.  Yes, the market has come roaring back.  But, we still have the element that started this economic downturn… the coronavirus, to deal with.  Now, let me start out by stating that I am not giving investment advice.  But, we know that the equity markets lost about 35%, and we are almost back to where we were prior to the COVID-19 outbreak.  So, congrats to all those that hung in there.  But, now what does the retiree, or soon to be retired, American do now? 

Many have already exhausted their supplies of Pepto-Bismol and have sworn that they will never get in this position again. In my discussion with my age group, they are looking to “take some money off the table” and reposition a portion into a safe money vehicle.   And, they desire, for the most part, another guaranteed stream of income that will last for the rest of their lives.  Anybody out there have a product that can do this?  So, what do we, as financial pros do now?  Read on please.

Pick up the phone and schedule a review with your clients.  Do it via phone, Skype, Facetime or ZOOM… but just do it.  Schedule a “garden party.”  Yes, meet them on their patio, porch or deck.  Tell them you will be wearing a mask and will adhere to social distancing.  They want to talk… they want ideas… they want socialization.  But, have a discussion and not make it a speech.  Find out what is on their minds, where it hurts etc.  

Guys and Girls, I think masking and the virus will continue for some time.  Our business could not be in a better place but everyone has to get in the game.  
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• Your clients are going to talk with someone… so why not you? 
• What about those great prospects that you met that didn’t “pull the trigger?”  Think that they wished they had? 

We can help you get back in the game.  No more waiting around for the dust to settle.  The economy is opening up.  Yes, there will be some steps backwards, but two will be forward.  If you want to retire… do so. You deserve it.  But, know that in several years, we will look back at our business and call them… “the good old days.”