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.

Whoa! Here’s an Easy Way to Add 3.75% Onto Your Clients’ Returns

Posted on April 7, 2014 by Mike Kaselnak

If your clients ever want to know why paying your fees are worth it to them… Vanguard Mutual Funds gave you the ultimate proof.  A report by Vanguard called “Putting a Value on Your Value: Quantifying Vanguard Advisors Alpha” makes … Continue reading →

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If You Haven’t Done This First… every sale is going to be difficult

Posted on March 27, 2014 by Mike Kaselnak

The definition of conviction is: a fixed or firm belief So how much conviction do you have for the process or product you sell?  In other words, how many of the products that you sell do you actually own? I … Continue reading →

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If You Sell REIT’s or Sell Against Them… you need to watch this video

Posted on March 20, 2014 by Mike Kaselnak

Whether or not you sell REITs this video is a must see.  If you sell REITs you need to watch this so you know what you need to be disclosing to your clients, to keep you out of trouble. If … Continue reading →

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Testimonials You Can Use No Matter How You Are Licensed

Posted on March 14, 2014 by Mike Kaselnak

We’d all love to use testimonials… they are powerful.  However, the rules about testimonials depend upon how you are licensed.  So, let’s just talk about the potential ways to use testimonials regardless of whether you are an RIA, registered rep … Continue reading →

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Do this 4 days a month and you’ll start filling your practice with HNW clients

Posted on February 24, 2014 by Mike Kaselnak

We all want more High Net Worth clients, but do you have a system to get them?  Follow this plan and by the end of the year you will see a significant bump to the net worth of your new … Continue reading →

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A Picture Paints a Thousand Words!!!

Posted on February 18, 2014 by Mike Kaselnak

We’ve all heard the phrase… “a picture paints a thousand words”… but do we use it in our business? I’ve talked to two different advisors that have a different take on the same concept.  Both are “safe money experts” and … Continue reading →

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Want to start closing more Do-it-Yourselfers?

Posted on February 6, 2014 by Mike Kaselnak

Are you are sick of Do-it-Yourselfers taking your information and then refusing to move their money to you?  If so, watch this 50-minute video that walks you through exactly what to do to get Do-it-Yourselfers to give you at least … Continue reading →

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This is How You Get a Property Casualty Agent to Put You in Front of His Best 10 Clients

Posted on January 30, 2014 by Mike Kaselnak

What was the #1 Halloween costume of 2013?  Flo.  Here’s how you use this to your advantage. I created a 20 minute video that you show PC agents (see below).  It walks them through the both the danger they are … Continue reading →

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Goals Are For Losers!!!

Posted on January 17, 2014 by Mike Kaselnak

What!?  I bet you thought goals were a good thing, right?  Being January you might just be sitting down to make your annual goals… DON’T. Here’s why as explained by Scott Adams, the Dilbert cartoonist in an interview in Bottom … Continue reading →

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Want More Referrals? Here’s My New Year’s Gift to You…

Posted on January 6, 2014 by Mike Kaselnak

If you don’t currently have a referral “system” in place… I’ll give you the one I used very successfully for my own practice.  It must work because I generated over $350,000 in income on referrals alone my final year in … Continue reading →

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