Author Archives: Mike Kaselnak

About Mike Kaselnak

Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.

Simple Ways to Lock the Sale

Posted on June 18, 2018 by Mike Kaselnak

How skeptical are people today? Very. How do you get them to lower their defenses and understand that you truly are there to help? Start by treating them special… and sadly, in today’s world, it doesn’t take much to make … Continue reading →

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

Create a Buzz and Get the Most Important People in Town to Come to Your Event

Posted on May 18, 2018 by Mike Kaselnak

What would you do to start rubbing elbows with the most influential and affluent people in town? Here’s what a law firm in Minneapolis did to attract an all-star list of attendees at their event. They tapped into people’s ego. … Continue reading →

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

A Marketing Hole in One!

Posted on May 16, 2018 by Mike Kaselnak

Wouldn’t you rather be on the golf course, instead of your office on those fine summer days? Well, here’s a way to have fun AND bring on clients. Invite 2 or 3 people you would like to make clients or … Continue reading →

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

Get the BEST Testimonials All Advisors… Including RIA’s and Registered Reps Can use!

Posted on May 14, 2018 by Mike Kaselnak

My office had only one type of art hanging on the walls in the waiting room… 5 big picture frames filled with a collage of snapshots of happy clients, having the time of their lives. Guess what every prospect looked … Continue reading →

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

Want to see your sales go up exponentially in one week?

Posted on April 13, 2018 by Mike Kaselnak

How? Just get in front of more people, right? WRONG! FIRST… you must be confident that you can close a… tire kicker plate licker someone that loves their advisor someone that does it all themselves When you are confident you … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | 2 Comments

What’s the best way to follow up to get the deal?

Posted on April 9, 2018 by Mike Kaselnak

If you want to seal a deal… ALWAYS follow-up. People are going to Google, you, your company, your product, and god knows what else… after they leave your office… or after you send them information. So, how do you pre-empt … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | 2 Comments

What do you do when they say, “Put it in the mail”?

Posted on April 2, 2018 by Mike Kaselnak

How many times have you put things in the mail to a prospect… and had it turn into business? Most times? Or not so often. When the prospect wants it in the mail instead of meeting with us… we know … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | 1 Comment

I’ve Been Asked to Speak and I Don’t Have a Presentation!

Posted on March 6, 2018 by Mike Kaselnak

Many good advisors are asked to speak to groups. They don’t always give you a lot of time to prepare… and they all have different time limitations and topics they want covered. So, how do you put together a good … Continue reading →

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

Try this simple thing (next time) at your Trade Show or Expo booth

Posted on March 6, 2018 by Mike Kaselnak

If you have something people want… and I hope you do… then you must get it into their hands or they’ll never know it! You spent a lot of money to buy this booth… and you can’t get people to … Continue reading →

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

You will never have a problem again if you use these 5 simple steps

Posted on March 6, 2018 by Mike Kaselnak

Trying to overcome objections the same way we did ten years ago, DOES NOT WORK! Why? Because we are now working with Baby Boomers… and Baby Boomers think they know everything! You can’t tell them what’s right or wrong. You … Continue reading →

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