Survey Says... Advisors are Embracing Virtual Selling

I have been reading, as I am sure you have as well, articles that speak to the future of business and the different ways that we will operate due to COVID-19.  I read, with interest, an “Incapital Survey” where they asked financial professionals how they are operating today, and how they feel they will operate through the balance of this year… and possibly next.  Here are a couple of nuggets that I found.

• 41% are doing their sales, service and prospecting via the phone:
• 36% are doing their business virtually. Of that group, 48% use ZOOM and 28% use Webex:
• 23% are doing their business… “face to face”

My big “takeaway” is that they have clients and prospects that feel comfortable with this approach.  I believe that there are too many agents/advisors that are on the sideline waiting for things to get back to the way they were.  I think we are now the “new” way we were.  So, what is my point?  Please read on…

Don’t miss this opportunity.  This is one of the biggest shifts in the way consumers and businesses will interact.  You need the tools and the attitude and aptitude to succeed in this new wave. Bottom line:  we have the tool , the assistance and the products to help you achieve great levels of success.  Give us a call and let one of the marketing consultants assist you.

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Until Next Time… Good Selling!
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Raymond J. Ohlson, CLU, CRC, LACP
​President and CEO
​The Ohlson Group
1-877-844-0900