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.

What Does the Name of Your Business Say About You?

Posted on January 20, 2017 by Mike Kaselnak

What I’m about to say may upset some advisors… but hear me out before you judge. What is the name of your business? Does it have retirement… wealth management… financial advisor… or something similar in it? If it does… what … Continue reading →

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

Where should you spend your next marketing dollar?

Posted on January 10, 2017 by Mike Kaselnak

Your prospects will be hit by over 3,000 advertising messages, from all sorts of media, today. Which of those will they remember? Half the battle in today’s world is getting your message heard… and if you sound like everyone else… … Continue reading →

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

What Do You Think?

Posted on December 22, 2016 by Mike Kaselnak

There is a lot of psychology and research that points to the power of surveys… whether people answer them, or not, doesn’t matter. Just the fact you are asking for their opinion makes them think better of you. That’s why … Continue reading →

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

‘Tis the Time of Year to Plan Your Huge 2017!

Posted on December 16, 2016 by Mike Kaselnak

Is your practice built on the 8 Pillars of a Successful Practice? If you are not seeing the kind of success you want from your practice… make sure you have incorporated the following 8 principles into your business successfully: Zero … 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 Think They are Basic… But Clients WANT THIS INFO!

Posted on December 12, 2016 by Mike Kaselnak

Just saw the key to growing a huge practice over the next 5 and 10 years… a survey done with consumers interested in retirement. Believe it or not… The survey found that less than 20% of those surveyed were familiar … Continue reading →

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

Ho! Ho! Ho! Santa has arrived with clients!

Posted on November 22, 2016 by Mike Kaselnak

How do you turn the Holidays into a fun way to find new business? Host a Christmas Lights Tour for your clients… their families… and their friends. It is surprisingly inexpensive and easy. It’s also a great way to turn … Continue reading →

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

Getting the One You Missed Back into the Office

Posted on November 15, 2016 by Mike Kaselnak

Ever had a prospect quit returning your calls? It’s really difficult in today’s world of smart phones, to get hold of a client if they opt out of your sales process and won’t return your calls. So what do you … Continue reading →

Little is Better than Big!

Posted on November 10, 2016 by Mike Kaselnak

Bigger isn’t always better. When it comes to ads in the paper, you are much better off with a small ad… repeated over and over and over. The cost is the same, but your results will be much better. Here’s … Continue reading →

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

Make It Easy for Your Clients to Refer to You!

Posted on October 28, 2016 by Mike Kaselnak

Even clients who love us are skittish to give us referrals. Here’s an easy, low-key way for your clients to make an introduction to you and their neighbors. We all feel more comfortable doing something when we know others around … Continue reading →

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

Where is the Best Place to Advertise?

Posted on October 21, 2016 by Mike Kaselnak

As in everything in life… there is no best. Everything has advantages and disadvantages. The following table gives you the pros and cons of each.

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