While ethics and character count for a lot, knowledge is also key. You must be sure you know what you're doing out there. As financial services industry observer, Errold Moody, asserts on his website (www.efmoody.com), asking people to trust you and introduce you to their family and friends is a heavy responsibility. Being "well-intentioned" is no substitute for having the requisite knowledge of the broad, ever-changing financial arena. Ethical producers are realistic about their limitations and will strive to increase their competencies.
At the same time, there may be no way to get rid of the truly bad apples in this (or any) business who know exactly what they're doing wrong — and intend to keep doing it, unless they're caught. But, they must go. Throw the rascals out whenever they're caught! If they want forgiveness or redemption, let them find it elsewhere.
This unit assumes that, like the vast majority of new and experienced producers, you aren't perfect, but you'll always try to do the right things, for the right reasons. Through additional ethics and compliance training — and ongoing professional education — you'll learn to recognize, and consistently make, the right choices, no matter what situation you're in.
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.