Monthly Archives: October 2014

Run Your Practice Like a Seal!

Posted on October 30, 2014 by Mike Kaselnak

Navy SEAL Master Chief Will Guild was interviewed by Men’s Health Magazine and talked about 6 Key Principles that SEALS live by. Incorporating them into your practice and life will give you the mindset you need to succeed. Put Teammates … Continue reading →

Posted in General | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | Leave a comment

9 Great Tools to Grow Your Practice

Posted on October 24, 2014 by Mike Kaselnak

www.ebri.org – Covers retirement and related economic security topics. http://Crr.bc.edu – Center for Retirement Research at Boston College. This site has a wealth of information you can use to grow your practice. www.aarp.com – The website sections called “Work & … Continue reading →

Posted in General | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | Leave a comment

The IRS is Forcing IRA CD Holders to Move Their Money to YOU!

Posted on October 17, 2014 by Mike Kaselnak

Okay, slight exaggeration but you can make it come true! As you probably know a recent Tax Court ruled that only 1 rollover a year is allowed starting in 2015. Here’s your sales opportunity… People who use CD’s for their … Continue reading →

Posted in Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | Leave a comment