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Category Archives: Client Referrals
Free Advertising? Heck Yeah!
What thank-you trinkets do you give your clients when they come onboard? One that you absolutely should be giving is a cloth, designer shopping bag to bring their new materials home. And what should be printed predominantly on the outside … Continue reading
The Best Referrals are the Ones You DON’T Ask For!
In this 5-page Whitepaper titled, “How to Create the Best Referrals—the ones you don’t ask for” the author walks you through the process of getting clients to refer to you… without ever directly asking for the referral. This is important … Continue reading
Get in Front of 50 “Millionaires Next Door” a Month for $10/mo.
The “Millionaire Next Door”… the client every advisor is looking for… ends up they aren’t so hard to find AND close. Here’s a 11-minute video that walks you through the process of finding the “Millionaire Next Door” and getting them … Continue reading
Posted in Client Referrals, General, Marketing Tips
Tagged 5Q, 5Q Group, financial advisor, marketing, Michael Kaselnak, Mike Kaselnak
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A Little Work Once a Month… and a few hundred dollars leads to 25 huge referrals
A Florida advisor knew he could help an accountant, who specialized in small business taxes, save his clients taxes. He was rebuffed every time he approached the accountant… so he decided to put the approach on automatic. He began to … Continue reading
Posted in Client Referrals, General, Marketing Tips
Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, Michael Kaselnak, Mike Kaselnak
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Are You Barking Up The Right Tree?
People love their dogs. I mean they really, really, really love their dogs. If you are a dog lover as well… and you want to get in front of ton of new people, consider leveraging that love. Put together a … Continue reading
Get Your Dentist to Refer a Bunch of People to You!
I know an advisor that created a phenomenal referral network. As with anything worth doing… it took some elbow grease, but it was well worth it! He sat down and put together a list of 10 professionals in his small … Continue reading
The Right Way to Use LinkedIn
When someone endorses you on LinkedIn for a skill—go old school. Send them a genuine… handwritten… postcard to thank them. No sales… no self-promotion… just a thank you. I know an advisor that sent out 18 of these over 2 … Continue reading
Fantastic Free Advertising… are you using it?
Are you using this fantastic free advertising tool? The big search engines—Google, Yahoo and Bing allow you to register your business for free, on their services. You can register with details about your practice and link to your website, blogs … Continue reading
Posted in Client Referrals
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What’s the quickest way to get referrals from you top clients… without asking for them?
We all know referrals are the best way to bring on new clients… but getting clients to give them to us has been pretty elusive for most advisors. This might be because, if you are like me, you find asking … Continue reading
Posted in Client Referrals
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Have You Googled yourself lately?
Have You Googled Yourself Lately? What happens when you Google your name? You’d better know because your current clients are doing it, your competitors are doing it… and your prospects are doing it. People view the internet and Google as … Continue reading
Posted in Client Referrals
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