Brad's Bits
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Email: bradh@onlyfinancialgroup.com

Personal contact, personal relationship building is at the core of everything we do that makes us successful.  You’ve to go no further than your best clients to see the validity of this.  I spent time with a good client in the last 10 days that is a cancer survivor still undergoing treatment.  There are many things we wished we had done, but the consensus was we were pleased with the protection put in place for his family.  It’s a success story built on the relationship we’ve cultivated over the years.  There’s trust, friendship and mutual admiration. 

Is it different with Direct Response selling? 

Direct Response selling is different in that distance now separates us from our clients, but the level of conversation and exchange that occurs in the buying process is such that lasting relationships still form between client and agent.  Granted, it takes more phone conversations to develop what used to be done in a few face-to-face appointments, it nonetheless DOES continue to happen.  Unfortunately this is not the case with the other relationship involved in the transaction.  I’m speaking now of the relationship between Agent and General Agent. 

In the captive days we had almost the same type of closeness and relationship with our GA and carriers as we did with our clients.  There was a sense of “partnership” and the feeling that the supporting cast was there to facilitate our success, not become a barrier to it, as it seems agents often feel today in this new independent environment.  Do you have the relationship with us you need to be successful??  And how about with the carriers??   

What money do YOU spend on “key” relationships? 

The question I have for you is this, “When was the last time you spent money traveling to see your OFG partners or your top carriers??”  I see agents cycle through our home office from time to time OR go to a successful OFG Direct Response organization to glean ideas and these are the agents that go on to do extremely well with us.  It’s face time, relationship building—PR work and fun all rolled into one.   

All of this is expensive I know, but that said, can you really afford NOT to invest in these relationships?  Here at OFG we have pondered how we could impact your success by making the process of relationship building easier and less expensive.  We’ve giving this thought the last few years and concluded that we had a responsibility to you to facilitate a gathering of all parties in such a way as to minimize your dollars spent.  Out of that, the Summit Meeting was born. 

Think about what you have here.  You not only have OFG staff and professionals associated with our technology development, but you have OTHER highly successful agents and organizations in attendance.  Additionally there are carrier executives and marketing heads, underwriters and a variety of industry specific vendors available for face-to-face visits.  Perhaps most important is that we rollout new services and technology at The Summit, and we do so to allow for “hands on training”.  It’s a highly energized forum of exchange, one for which I’m pressed to place a value on. 

Relationship Building “101” 

We give you ideas and you give us ideas.  It’s truly three or four traveling events rolled into one.  Do you want to be successful in your business—to know your vendors, GA and carriers on a first name basis the way we used to?  We’ve come 90% of the way to make this easy for you and have invested tens of thousands to shave the cost to you to one round trip ticket and room expense.  One trip that is as good as 4 and combines everyone you need to see to ensure your business is a success.  Think you can come the other 10% and make it happen??  I can tell you the successful Direct Response pros and those wishing to grow their practice will all be in attendance.  What about those that miss this annual gathering?  I doubt they’ll be reading this Ezine next year! 

Make the leap, commit today before rooms are gone, this is best MONEY you can invest in yourself and the success of your business.  2006 begins October 6th in Denver, Colorado……………

Brad Howard, Director
Only Financial Group
866-INS-ONLY ext 108
bradh@onlyfinancialgroup.com

 



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