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.

Try this Marketing Plan to generate new money quickly

Posted on April 5, 2010 by Mike Kaselnak

I know, I know, you don’t have time for some complicated marketing plan. You’ve got clients to see, paperwork and everything else that eats up your day. But…you need new business, how are you going to fit it in? The … Continue reading →

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3 Steps to getting your lead gen read

Posted on March 15, 2010 by Mike Kaselnak

How do you create a person that wants to talk to you? Why do I use the word create? Because let’s face it, no one wants to talk to us. They don’t want to hear about our great investment or … Continue reading →

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The Key to referrals from Seniors

Posted on February 25, 2010 by Mike Kaselnak

The Key to referrals from Seniors There are two kinds of people that advisors are interested in…clients and prospects. You need to understand how both of them think in order to create a trusting relationship. Fortunately, they both want to … Continue reading →

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7 notes to a successful practice.

Posted on October 20, 2009 by Mike Kaselnak

Everybody wants everything done fast!!!  Unless it is done to them. Doctors are told to spend less time with each patient so that the hospital can make more money.  Be faster!  That’s not what the patient wants. The customer support … Continue reading →

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Become a “must have” product

Posted on July 20, 2009 by Mike Kaselnak

I’ve said it before and I’ll say it again…Financial Advisors are commodities.  We offer the same things at the same price with the same claims to great service.  You need to tattoo this fact on your brain to constantly remind … Continue reading →

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Do this and CPAs will refer

Posted on July 5, 2009 by Mike Kaselnak

There are two entities that can double your business in a year with no cost…your clients and CPA’s.  If they refer it costs you nothing.  If they refer, you will double or triple you profitability…but that is a big IF. … Continue reading →

Posted in General, Lead Generation, Marketing Tips | 1 Comment

Wake up and smell the marketing!

Posted on June 5, 2009 by Mike Kaselnak

A recent survey showed that 70% of advisors plan to spend less than $1,000 a month on marketing.  Even as 99% of advisors say they need to improve at least one of their marketing practices. Another indicator of advisors’ troubles … Continue reading →

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Howdy Neighbor!

Posted on May 20, 2009 by Mike Kaselnak

Well it’s time I pulled another “highly successful…rarely used” marketing concept out of my filing cabinet for you.  What do I mean by “highly successful rarely used”?  I have coached many successful financial professionals for 8 years now.  It is … Continue reading →

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Get prospects to respond

Posted on May 5, 2009 by Mike Kaselnak

We’ve been speaking the last few weeks on Direct Mail.  This post I’d like to spend some time on the real reason you send out direct mail… You don’t send direct mail to get it opened (though that is helpful).  … Continue reading →

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What gets a prospect to respond?

Posted on April 20, 2009 by Mike Kaselnak

Recently we talked about how to get your inexpensive direct mail read and found it was basically three things: Handwritten note Larger size than normal mail Different size than normal mail This week I would like to talk about a … Continue reading →

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