Category Archives: General

The 5-Minute Fix to Create Referrals

Posted on November 16, 2015 by Mike Kaselnak

Want to create clients that talk about you all the time? Just doing your job well will NOT create that! Doing investment research… returning their calls promptly… being friendly with them… THAT’S YOUR JOB! They expect that from you, so … 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

How to Sell Tire Kickers and Plate Lickers!

Posted on November 9, 2015 by Mike Kaselnak

It’s hard to get in front of qualified prospects who are looking for help… but there are lots of marketing systems that get you in front of Tire Kickers and Plate Lickers. Soooo… what if you could start converting those … 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

Get in Front of 50 “Millionaires Next Door” a Month for $10/mo.

Posted on October 26, 2015 by Mike Kaselnak

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 | Leave a comment

If You Think You Have All Your Clients’ Money… Guess Again

Posted on October 15, 2015 by Mike Kaselnak

If you think you have all your clients’ money… join the club. Most advisors think they have all the client’s money. It ends up you are wrong. Cerulli Associates actually went out and asked clients if they had money outside … 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

Let Them Touch It!

Posted on October 8, 2015 by Mike Kaselnak

You are the most talented salesperson on earth. You sell the intangible. Every other salesperson has the advantage that people can see and touch what they are buying… homes… cars… copiers… televisions… You sell air… concepts… ideas… promises. That is … Continue reading →

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

WOW! How an Advisor used these simple things to get 2% Better each week to more than triple his income in a year…

Posted on September 22, 2015 by Mike Kaselnak

This 56-minute, tell all, video walks you through the surprisingly simple… and absolutely free… things an advisor did to go from making just $50,000 a year… to less than 3 years later making over $1 million a year. Watch “What … 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

A Little Work Once a Month… and a few hundred dollars leads to 25 huge referrals

Posted on September 15, 2015 by Mike Kaselnak

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 | Leave a comment

How are you intercepting all the money in movement every day?

Posted on September 8, 2015 by Mike Kaselnak

$1.23 TRILLION dollars changes hands every day. You wouldn’t have to intercept much of that to see a huge difference in your bottom line. Where is the money going? 401(k) rollovers… divorce settlements… business sales… savings… investing… and the list … 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

3 Simple Marketing Tactics to Capture the Untouchables… (The 87% of Retirees that DON’T Respond to Marketing)

Posted on August 27, 2015 by Mike Kaselnak

How do you get the “Untouchables” in your office… the 87% of people that do not respond to any type of marketing? This is one white paper that every advisor should read. It gives you 3 simple ways to do … Continue reading →

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

Gut Reaction… key to getting appointments!

Posted on July 30, 2015 by Mike Kaselnak

Go to a bakery and have them use their new technology to put your Logo or Unique Selling Proposition on a cookie! You can use this idea to get more appointments to actually show up. You simply mail them the … 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