I think that we all agree that we have three major assets. They are… time, money and manpower. Unfortunately, time is limited. Time: we have a lease on life, and don’t know when our check out dates have been planned. Money? Well, you might just be a person that has so much cash that you never worry. But, if you are like most in the financial services industry, it is not a bottomless pit. You need to be a great steward of these two assets. Finally, the big elephant in the room is manpower. And if you are a small organization, you have to look at your budget, consider manpower an investment and then plan from there. So, as you make next years plans, you have to take these things into consideration. Is there a simple way to do this? Let’s look…
First off, a problem can often be a great opportunity. Let’s say your big problem is getting in front of enough pre-qualified prospects, under favorable circumstances and on a regular basis. Also, you might be dismayed at the lack of referrals that you are obtaining. That might be because of an unsuccessful communication program with clients and top prospects.
So, here are questions I like to ask of myself when thinking of how to deploy… time, money and manpower...
Here is my suggestion. Our staff is ready and willing to help. Of course, the more successful you are… the more successful we are. With The Ohlson Group and The Safe Money Places Agent Network, we believe you can embark on a journey that will reap true dividends for you and your company.
Give us a call and speak with one of marketing consultants. Find out how we can supply you with a predictable stream of prospects to help you fulfill your dreams.
First off, a problem can often be a great opportunity. Let’s say your big problem is getting in front of enough pre-qualified prospects, under favorable circumstances and on a regular basis. Also, you might be dismayed at the lack of referrals that you are obtaining. That might be because of an unsuccessful communication program with clients and top prospects.
So, here are questions I like to ask of myself when thinking of how to deploy… time, money and manpower...
- What is my problem or the challenge that I need to overcome?
- How did this problem develop? In other words, when and why? Did I do something different? Or, did I quit doing the things I used to do that made me more successful?
- Why does this problem still exist? Why have I not done something to solve it? Or, did I try some things and back off too early? Or just a plan that didn’t work?
- Finally, do I need additional staff to get me to the promise land? What would I want new staff to accomplish? Do I have a plan with check points and actual job descriptions?
Here is my suggestion. Our staff is ready and willing to help. Of course, the more successful you are… the more successful we are. With The Ohlson Group and The Safe Money Places Agent Network, we believe you can embark on a journey that will reap true dividends for you and your company.
Give us a call and speak with one of marketing consultants. Find out how we can supply you with a predictable stream of prospects to help you fulfill your dreams.
 | Until next time… good selling! Raymond J. Ohlson, CLU, CRC, LACP President and CEO of The Ohlson Group 1-877-844-0900 |
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