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Author Archives: Mike Kaselnak
Want a terrific AND totally compliant way to use testimonials?
We all know testimonials are VERY effective… but Registered Reps have to be very careful about using them… and RIAs aren’t allowed to use them at all… OR ARE THEY? You should have a small group of client Ambassadors that … 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
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Get Your Mail Read… and, make a killer case for your offer
Advisors have two problems… their marketing is ignored by great prospects… and the few that look at it are not impressed. You can solve both problems with a little ingenuity. Combine 3 things: Technology Personalization And expand your message with … Continue reading
Make it really “Sticky”
Business cards are a waste of money… UNLESS you make them sticky (more about that in a second). Think about it… what percentage of business cards do you hold onto. Okay, now divide that number by 10… and that’s the … Continue reading
Grab Your Prospects by the Nose
Do you want people to actually keep your mailers, letters and postcards… instead of throwing them away? And maybe even share it with their friend, neighbor or relative? Because… the longer they keep it around… the more likely they are … Continue reading
Unique Invitation Gets Investors Attention
If everyone’s marketing looks the same… you are going to get diminishing returns on your marketing. You’ve GOT to do something different to catch people’s eye. That’s why I love this mailer! It taps into what’s happening in the news… … Continue reading
Quick Way to Boost Inquiries from Your Website
There is a simple, easy and free way to move yourself up the search page for when somebody searches for financial help online. What do you do? You simply put your address on every single page of your website… not … Continue reading
Posted in Client Referrals, General, Lead Generation, Marketing Tips
Tagged 5Q, 5Q Group, financial marketing, Lead Generation, Leads, marketing, Mike Kaselnak
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More than Triple Your Prospects Rate of Return… INSTANTLY
Most brokerage cash accounts are paying 0.1 to 0.3% interest. It is very simple, even in the low interest rate environment that we are in to find an FDIC insured savings account paying around 2% interest. Presto! You’ve given them … 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
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Package Your Offer the Right Way…literally
It is more and more difficult to get people’s attention… and if you don’t get their attention, you aren’t going to be able to show them how much what you offer, can help them. So, why not package your offer … 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
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Sing for Your Sale
Have you ever had a prospect ghost you after saying they wanted to move forward? After a few polite, professional voicemails are you starting to get the feeling they are avoiding you? You’ve got to do something to get their … Continue reading
8 Ways to Get More People to Respond to Marketing
You should keep these 8 things in mind with all your marketing: Make it easy for people to respond. Allow your prospects to respond by phone, text, email, mail… or even walk in for your offer (whitepaper, free report, etc.) … 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