These seem to be the options for many financial services organizations. For many, there is not the time, money or manpower to be able to really compete in today's marketplace. I, like many of you, have been doing this for quite some time. There have always been great changes taking place in our business, but not like today. Firms have to be experts in marketing, research and education to compete. Plus, with the dwindling of the independent channel, we are all trying to recruit the best from an ever-shrinking pool. So, if you are not going to sell, merge (or go out of business) what is an agency or small marketing organization to do? The answer is simple... there is going to be an explosion in the "strategic alliance" space. Let's look:
You have to have a brand... Century 21 and ReMax did it and why not you? The Ohlson Group owns controlling interest in Safe Money Places International, LLC which owns all the "Safe Money” properties... which includes www.safemoneyplaces.com. We purchased controlling interest from Dr. Jack Marrion many years ago. Jack is still a shareholder and on retainer. In short, you will keep your independence, but increase you bottom and top lines. We can attain economy of scale and synergism by being strategically aligned and being a member of the Safe Money Places Agent Network.
There is no cost to join this network. Your brand is enhanced, we build your agents websites and much more. I know you have seen the purchases of IMO's being made. Well, at my shop, we are keeping the same plans that we have had since 1975. This is a family owned boutique and we intend to keep it that way. When I say "we," I am speaking of my two partners, Nick Ohlson CLU, ChFC, Managing Partner in our Chicago office and Joe Ohlson LUTCF, Managing Partner in Carmel, Indiana. Relieve yourself of stress and give me a call. Let's explore. Don't get caught in the stampede... because it is coming. We can either hang together... our can hang by ourselves.
Until next time... good selling!
You have to have a brand... Century 21 and ReMax did it and why not you? The Ohlson Group owns controlling interest in Safe Money Places International, LLC which owns all the "Safe Money” properties... which includes www.safemoneyplaces.com. We purchased controlling interest from Dr. Jack Marrion many years ago. Jack is still a shareholder and on retainer. In short, you will keep your independence, but increase you bottom and top lines. We can attain economy of scale and synergism by being strategically aligned and being a member of the Safe Money Places Agent Network.
There is no cost to join this network. Your brand is enhanced, we build your agents websites and much more. I know you have seen the purchases of IMO's being made. Well, at my shop, we are keeping the same plans that we have had since 1975. This is a family owned boutique and we intend to keep it that way. When I say "we," I am speaking of my two partners, Nick Ohlson CLU, ChFC, Managing Partner in our Chicago office and Joe Ohlson LUTCF, Managing Partner in Carmel, Indiana. Relieve yourself of stress and give me a call. Let's explore. Don't get caught in the stampede... because it is coming. We can either hang together... our can hang by ourselves.
Until next time... good selling!
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