Okay, do I have your attention? This is the time of year that agents and advisors are looking at their marketing plans and the return on their investments. A marketing plan is a combination of strategies and tactics.
The “strategy” section is how you are going to communicate your value proposition to the consumers. The “tactic” portion is how we are going to get the word out. Examples are Google leads, seminars, print ads, direct mail and more. Then, you would continue to monitor your “ROI” and make tweaks. We believe, and we offer to you, monthly drips to your clients. Fresh content that is either print, video or audio. We believe that the future for ZOOM meetings with a number of prospects will be very strong this year. We also think that ZOOM client reviews are important, and a great way to get referred leads.
But, let’s get back to the very beginning of this article…
We have a robust digital lead program using a variety of sources. The advisor/agent invests $1250 to this program. It will provide, on an average, 10-12 quality annuity leads. We average, on the low end, at least one sale at $100,000. At a commission average of 6%, this yields the advisor $6000. Now, this is the best ROI that I have seen in many years. We have invested thousands of dollars in the program and have two years of actual results. These sales are being made face to face or virtually. We lock in territories for you… but they are limited in certain areas.
So, if you are looking for a way to jump start your marketing efforts, continue with a steady flow of prospects… please contact one of our Ohlson Group marketing professionals and they will lay it out for you. Time goes by quickly… jump on this today.
The “strategy” section is how you are going to communicate your value proposition to the consumers. The “tactic” portion is how we are going to get the word out. Examples are Google leads, seminars, print ads, direct mail and more. Then, you would continue to monitor your “ROI” and make tweaks. We believe, and we offer to you, monthly drips to your clients. Fresh content that is either print, video or audio. We believe that the future for ZOOM meetings with a number of prospects will be very strong this year. We also think that ZOOM client reviews are important, and a great way to get referred leads.
But, let’s get back to the very beginning of this article…
We have a robust digital lead program using a variety of sources. The advisor/agent invests $1250 to this program. It will provide, on an average, 10-12 quality annuity leads. We average, on the low end, at least one sale at $100,000. At a commission average of 6%, this yields the advisor $6000. Now, this is the best ROI that I have seen in many years. We have invested thousands of dollars in the program and have two years of actual results. These sales are being made face to face or virtually. We lock in territories for you… but they are limited in certain areas.
So, if you are looking for a way to jump start your marketing efforts, continue with a steady flow of prospects… please contact one of our Ohlson Group marketing professionals and they will lay it out for you. Time goes by quickly… jump on this today.
 | 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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