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.

Help Someone and They’ll Help You

Posted on July 12, 2019 by Mike Kaselnak

Many companies have been able to jump start their business by forging a relationship with a non-profit organization. Tom’s shoes… Bombas socks… LifeStaw… etc. These companies became successful, almost overnight. How? By creating a feeling of giving while getting. Other … Continue reading →

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Make Your Clients Heroes to Their Kids… and watch your business flourish

Posted on July 5, 2019 by Mike Kaselnak

Grandparents love their grandkids… and grandparents love people who do things for their grandkids. If you want to be a hero to your clients… rent a movie theater and put on a movie for your clients and their kids or … Continue reading →

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Be More Like Dumbo… And Bring on More Clients

Posted on June 19, 2019 by Mike Kaselnak

We’ve all been told at one point in our life… “God gave us two ears and one mouth for a reason.” But, how many of us take that adage to heart? Tape yourself with a client. Then, take out your … Continue reading →

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10 Conversation Starters with the Wealthy

Posted on June 13, 2019 by Mike Kaselnak

I have a secret for you. Most financial advisors assume the wealthy have tons of advisors chasing them. They don’t. The upper middle income has tons of advisors chasing them, but the truly wealthy are sometimes ignored because advisors feel…” … Continue reading →

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How are You Leveraging the Current Turmoil?

Posted on June 6, 2019 by Mike Kaselnak

The markets continue to have spikes, spurts and dives. How are you capitalizing on it? We know the market is always going to have volatile periods… so what is your plan to use those periods to bring on more clients? … Continue reading →

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Creating a Powerful Bio

Posted on May 20, 2019 by Mike Kaselnak

Your bio creates enough trust so that by the time they come to see you – they are half convinced to work with you already. You just have to make sure you don’t fumble the ball. You should never have … Continue reading →

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10:1 ratio to riches Story

Posted on May 16, 2019 by Mike Kaselnak

If you touch your prospects with nice, friendly and NON-FINANCIAL touches 10 times they think that you are a nice, helpful person. Then when you touch them with a helpful, financial message, they know you are doing it to be … Continue reading →

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How to Bring on Clients Using Focus Groups

Posted on May 9, 2019 by Mike Kaselnak

For years, financial professionals had no problem finding new people to see. It has become increasingly difficult to get a steady, reliable stream of new clients to walk in your door. So, what do you do to get: More people … Continue reading →

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How to Get an Accountant to Refer to You

Posted on April 15, 2019 by Mike Kaselnak

We just wrapped up the tax season… which means accountants are near the end of their money-making season. Now, of course, they need to take a break after their busy tax season. But, after that they will have more time … Continue reading →

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How Much Does It Cost to Turn a Prospect Into a Client?

Posted on April 15, 2019 by Mike Kaselnak

Well, according to industry research… it’s about $395. If you want a more accurate picture of your situation… do your own math. Add up what you spend on marketing and divide it by the number of new clients you’ve brought … Continue reading →

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