Category Archives: General

Lights, Camera, Action! The “New” Way to Communicate With Prospects

Posted on March 28, 2016 by Mike Kaselnak

If you need information or need to know how to do something… where do you go? If you are like most people, you go to the internet and search for it. What are the top two search engines? You probably … 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

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 →

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

Free Advertising? Heck Yeah!

Posted on March 9, 2016 by Mike Kaselnak

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 →

Here’s a Way to Get People to Call You at No Cost!

Posted on January 27, 2016 by Mike Kaselnak

You have several Centers of Influence in your town that are eager to refer to you! Who are they? Bloggers! Simply type your town name and “blogger” into Google and you’ll get several hits on bloggers in your town. And … Continue reading →

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

Turn “Healthy, Wealthy and Wise” Into a Very Profitable Month!

Posted on January 20, 2016 by Mike Kaselnak

There has been more and more reporting done on the cost of health care… above and beyond what Medicare pays for, or even LTC costs. Most experts agree out of pocket costs for health care will cost retirees between $170,000 … Continue reading →

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

You Can Use the Same Marketing that the World’s Best Salesman Used (as named by the Guinness Book of World Records) … and get this—his marketing cost less than $10

Posted on January 12, 2016 by Mike Kaselnak

This salesman’s record was verified by Deloitte and Touché and placed him at the top of all salespeople. How did he do it? What set him apart? What was his secret? It ends up he does things that you and … Continue reading →

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

An inexpensive, unique way to get prospects to take your calls

Posted on December 20, 2015 by Mike Kaselnak

It’s hard to make a sale when nobody will take your call. So, here’s a way to get people to smile when they find out it’s you on the phone. Each month send out a postcard celebrating a silly or … Continue reading →

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

Get 24 High-Net-Worth guys asking to spend the day with you

Posted on December 15, 2015 by Mike Kaselnak

How much would it be worth to you to spend an afternoon hosting 24 high-net-worth guys? I am assuming quite a bit. Here’s how one adviser pulled it off… He first did research to figure out which 100 people in … Continue reading →

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

Get your website at the top of your Prospect’s online search page

Posted on December 10, 2015 by Mike Kaselnak

Where does your website show up on the page when your client searches for a financial advisor in your area? If it isn’t in the top 3… you are missing free business. Think about it! These people are actually LOOKING … Continue reading →

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

The Best Referrals are the Ones You DON’T Ask For!

Posted on November 23, 2015 by Mike Kaselnak

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 →