One thing that is vitally important to our success as advisors / agents / agencies is filling our pipeline with prospects then converting them into clients.
For some, client acquisition is “old school” where they dive into their client base and perform annual reviews. Others employ seminars to attract new clients by offering educational opportunities. While others work in collaboration with other advisors in a referral network. There are a boatload of ways to market yourself.
At OneAmerica, we offer to our distribution partners (producers and BGA/IMOs) resources targeting both consumers and producers.
Using the OneAmerica Marketing Store (OAMS) is a cloud-based repository of marketing materials that can be accessed any time, any place. OAMS makes it easy to find, personalize, store, distribute and measure your marketing communications—in one location.
OAMS supports a variety of content types, including direct mail, email, brochures, sales ideas, banner stands, presentations, workbooks, cards, social and lot more.
You can say that marketing doesn’t make a sale. I don’t fully agree with that, but I don’t disagree either.
What marketing does is create awareness, build a brand, educate and inform. In short, it helps support the foundation of a business. Plan to take a look at what OAMS can do to help you build your business.
Here are a few more things that you should know about OAMS.
- It’s Free! Using the OneAmerica Marketing Stores is available at no charge to select users. All digital items and many of the printed materials are free.
- It’s Easy. Simply log-in and immediately access the various features and material, on day one.
- It’s Fast. Consumer content is state pre-approved. Check the file descriptions for which states apply.
- Brand it to You. Many collateral items can be personalized in seconds, with your information, head shot and/or logo.
- Market More Efficiently. Through the email and mail merge components, you communicate to many with the ease of a single campaign. Who receives it, and when, is completely up to you.
- Target Your Communications. The robust Contact Management feature allows you to segment your lists and highly target who receives your message―digitally via email or physically via direct mail.
- Results Matter. OAMS provides key email metrics so you can see how your campaigns are performing. You’ll know key indicators like sends, views, and clicks.
Want more information about this or other ideas? Contact either Justin Fox, my internal, or me directly. You will find our contact information below.
Last week, we released a new episode of Coffee Break where we shared with you two NEW consumer pieces talking about planning. If you have not viewed it, please take a minute to see this week’s episode.
Jumpstart your year with the Million Dollar Annuity Strategy.
It is easy to do … review your book of business and identify your clients who are over 75 and own annuities that are on the sideline and have been earmarked for an emergency. This is a big thing that can make a difference in preserving assets, control, dignity, and a legacy when an extended care event occurs.
This is what the million dollar annuity strategy is all about. The transformation of tax-deferred money into tax-free distributions for long term care. Learn more about it at https://fridayswithfisher.com/million-dollar-annuity/.
My “big ask” of you for the million dollar annuity strategy is to identify 3 or 4 annuity owners 75 or older who might be viable candidates for our leverage strategy then give us a call.
Fridays with Fisher 
You must be logged in to post a comment.