The Ohlson Group and The Safe Money Places Agent Network are committed to providing the tools and support you will need to build a stronger business this year and into the future. These are challenging and unique times in the financial services industry. We as financial services professionals will market, interact and serve our clients in ways much different than in the past. And we know that our clients and prospects will research, learn, access information, select advisors and purchase products in ways that were unheard of even 5 years ago.
So, what are the "right" answers, the "right" solutions, and the "right" strategies necessary to give us the greatest chance for success? The answers are just being formulated as new questions continue to appear on a daily basis. You all remember the saying "it takes a village?” Well, it's no different in our business today. It's going to take the collaboration and efforts of advisors/agents, IMO's and insurance companies to "crack the code". The Ohlson Group and The Safe Money Places Agent Network are ready to assist you with your marketing, research, and educational needs. Our tools and experience can help you attract, retain, cross-sell, upsell, and obtain referrals of the types of clients necessary for long term profitable growth.
So, what is the next step?
Simply call us at 1-877-844-0900 or click here to request an appointment with one of our marketing consultants. You see, we operate like a good doctor. We will never suggest a prescription until we truly know where it hurts. So, we will review your information, and we will be prepared to listen and eventually prescribe a tailor-made suggestion for success with strategy and tactics outlined.
So, why not call today, or click to line up an appointment, as the Doctors are in and we are accepting new patients.
Until next time... good selling!
So, what are the "right" answers, the "right" solutions, and the "right" strategies necessary to give us the greatest chance for success? The answers are just being formulated as new questions continue to appear on a daily basis. You all remember the saying "it takes a village?” Well, it's no different in our business today. It's going to take the collaboration and efforts of advisors/agents, IMO's and insurance companies to "crack the code". The Ohlson Group and The Safe Money Places Agent Network are ready to assist you with your marketing, research, and educational needs. Our tools and experience can help you attract, retain, cross-sell, upsell, and obtain referrals of the types of clients necessary for long term profitable growth.
So, what is the next step?
Simply call us at 1-877-844-0900 or click here to request an appointment with one of our marketing consultants. You see, we operate like a good doctor. We will never suggest a prescription until we truly know where it hurts. So, we will review your information, and we will be prepared to listen and eventually prescribe a tailor-made suggestion for success with strategy and tactics outlined.
So, why not call today, or click to line up an appointment, as the Doctors are in and we are accepting new patients.
Until next time... good selling!
 | Until next time… good selling! Raymond J. Ohlson, CLU, CRC, LACP President and CEO The Ohlson Group 1-877-844-0900 |
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