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.

Who is Your #1 Competitor?

Posted on July 15, 2014 by Mike Kaselnak

New research should have us looking over our shoulder. Even after the financial disaster of 2008… or maybe because of it, more and more investors are going it alone with online investment accounts. In a recent study by Aite Group, … Continue reading →

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Have People Pay You to Market to Them

Posted on July 7, 2014 by Mike Kaselnak

This concept has been around for ages but few advisors take advantage of it. I know an advisor in the town I live in that has a huge practice and he’s never spent a dime on marketing… in fact, people … Continue reading →

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Client says, “This article says your product is horrible”

Posted on June 26, 2014 by Mike Kaselnak

What do you say? AGREE WITH THEM! Don’t get defensive… agree with them. When you do this it always puts the client back on their heels. They did not expect this. Argument over… almost. You are never going to win … Continue reading →

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The “It’s Over” Checklist

Posted on June 21, 2014 by Mike Kaselnak

Though we hope it never happens to our clients… sometimes they get divorced. I’ve created a helpful checklist for those clients that are considering or pulling the trigger on getting divorced. If you’d like that checklist to add to your … Continue reading →

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Please Leave a Message… But Make it a Good One!

Posted on June 12, 2014 by Mike Kaselnak

Please leave a message. How many times a day do we hear it from our client’s phones… or do we deliver the same message to our client’s ears? Too many. So here’s the question. Are you treating it like a … Continue reading →

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How Do You Simply Explain High Yield Risk

Posted on May 27, 2014 by Mike Kaselnak

Have you ever had a client bring in some article or tell you that they’ve heard about some fantastic yield? You know it’s rife with danger, but how do you explain it to them? Here’s a great little drawing by … Continue reading →

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5 Ways to Capture Prospects Emails

Posted on May 19, 2014 by Mike Kaselnak

Email is the easiest and cheapest way to market to your prospects but how do you get their email addresses? Here are 5 ideas: First and foremost have an offer on your website—that could be a free book, a free … Continue reading →

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Have FAITH in Growing Your Business

Posted on May 9, 2014 by Mike Kaselnak

You have lots of friends and acquaintances at your place of worship. These are people you like and they like you. They would be the perfect client but… you don’t want to be seen as trolling for business. There is … Continue reading →

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Simple Drawing Illustrates that Slow and Steady Wins the Race

Posted on April 28, 2014 by Mike Kaselnak

You know that clients are rarely served by chasing last year’s returns. Here is a simple drawing to help them understand the importance of sticking with the plan.

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When Being Good… is Bad

Posted on April 16, 2014 by Mike Kaselnak

We think we are doing a good job when our clients are satisfied… WRONG! Study after study shows that satisfied clients will only stay with you – until they find something better. That means satisfied clients leave. Clients don’t expect … Continue reading →

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