Category Archives: Client Referrals

How to make sure your Whitepaper is powerful

Posted on May 12, 2017 by Mike Kaselnak

Whitepaper expert, Gordon Graham, identified the following criteria to make your whitepaper as effective as possible: It cannot be one-size-fits-all. You must identify a single need or specific target, market and address that one need or market. Do NOT put … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | Leave a comment

What’s Up Doc? (Here’s how to get in front of physicians)

Posted on April 17, 2017 by Mike Kaselnak

If you have a few doctors as clients… and you are looking to bring on more, here’s a program that will help you do it! Courtesy of 5Q Group. Physician-Professional Marketing Program

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | Leave a comment

Give Prospects the Gift that Costs 2 cents

Posted on March 30, 2017 by Mike Kaselnak

First, I’m assuming that you mail your clients and prospects a newsletter, at least monthly. If not, START! The #1 reason people leave their current advisor is lack of contact. So use contact to keep your clients… an to take … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Michael Kaselnak, Mike Kaselnak | Leave a comment

‘Tis the Time of Year to Plan Your Huge 2017!

Posted on December 16, 2016 by Mike Kaselnak

Is your practice built on the 8 Pillars of a Successful Practice? If you are not seeing the kind of success you want from your practice… make sure you have incorporated the following 8 principles into your business successfully: Zero … Continue reading →

You Think They are Basic… But Clients WANT THIS INFO!

Posted on December 12, 2016 by Mike Kaselnak

Just saw the key to growing a huge practice over the next 5 and 10 years… a survey done with consumers interested in retirement. Believe it or not… The survey found that less than 20% of those surveyed were familiar … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, Michael Kaselnak, Mike Kaselnak | Leave a comment

Ho! Ho! Ho! Santa has arrived with clients!

Posted on November 22, 2016 by Mike Kaselnak

How do you turn the Holidays into a fun way to find new business? Host a Christmas Lights Tour for your clients… their families… and their friends. It is surprisingly inexpensive and easy. It’s also a great way to turn … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | Leave a comment

Getting the One You Missed Back into the Office

Posted on November 15, 2016 by Mike Kaselnak

Ever had a prospect quit returning your calls? It’s really difficult in today’s world of smart phones, to get hold of a client if they opt out of your sales process and won’t return your calls. So what do you … Continue reading →

Little is Better than Big!

Posted on November 10, 2016 by Mike Kaselnak

Bigger isn’t always better. When it comes to ads in the paper, you are much better off with a small ad… repeated over and over and over. The cost is the same, but your results will be much better. Here’s … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Mike Kaselnak | Leave a comment

The END of Tax Season… Guess who can see you now?

Posted on April 18, 2016 by Mike Kaselnak

We all would love to have accountants refer their clients to us… but they rarely do. How can you change that? First, understand why accountants don’t refer… they are protective of their clients and they mistakenly believe that doing NOTHING… … Continue reading →

Posted in Client Referrals, Marketing Tips | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | Leave a comment

Does Your Website Have These 10 “Must Haves”?

Posted on March 18, 2016 by Mike Kaselnak

Your website is the first place a potential client is going to go to check you out. What are they going to find? Go to your own website right now! And make sure you are doing these 10 things well: … Continue reading →