Category Archives: General

Get Your Dentist to Refer a Bunch of People to You!

Posted on February 27, 2015 by Mike Kaselnak

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 →

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

The Right Way to Use LinkedIn

Posted on November 24, 2014 by Mike Kaselnak

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 →

Now THIS is How You Generate Referrals!!!

Posted on November 19, 2014 by Mike Kaselnak

If you’d like to put the amount of referrals you get on steroids… consider this. If you arm your clients with a great elevator speech (using the information in this video) and then show them that you really care… you’ll … Continue reading →

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

You Do What?

Posted on November 10, 2014 by Mike Kaselnak

How would you like to net three great, new clients between Thanksgiving and New Year’s Day? Use the information in this 8 minute video to find out how to bring on clients at no cost… especially during the Holiday Season. … Continue reading →

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

Run Your Practice Like a Seal!

Posted on October 30, 2014 by Mike Kaselnak

Navy SEAL Master Chief Will Guild was interviewed by Men’s Health Magazine and talked about 6 Key Principles that SEALS live by. Incorporating them into your practice and life will give you the mindset you need to succeed. Put Teammates … Continue reading →

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

9 Great Tools to Grow Your Practice

Posted on October 24, 2014 by Mike Kaselnak

www.ebri.org – Covers retirement and related economic security topics. http://Crr.bc.edu – Center for Retirement Research at Boston College. This site has a wealth of information you can use to grow your practice. www.aarp.com – The website sections called “Work & … Continue reading →

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

Are You Capitalizing on the Habits of the Rich or Poor?

Posted on September 30, 2014 by Mike Kaselnak

I recently read Tom Corley’s Rich Habits: The Daily Success Habits of the Wealthy. Corley looked at how the wealthy think and act. He defined wealthy as making over $160,000/yr. or having assets of over $3.2 million. He compared them … Continue reading →

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These numbers will shock both your clients and prospects!

Posted on September 25, 2014 by Mike Kaselnak

Whoa! These numbers from Forbes magazine are shocking! You need to know them to both protect your current client base or to leverage to bring on new clients. In the article “The Real Cost of Owning a Mutual Fund” they … 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

Hot News Sells!

Posted on September 16, 2014 by Mike Kaselnak

Target, JP Morgan Chase Bank, Sony and so many more companies have lost consumer data… how are you capitalizing on these hot bed issues? When you capitalize on what’s on people’s minds… your marketing can score huge gains. How can … 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 Simple Eye-Opener for Your Clients

Posted on August 29, 2014 by Mike Kaselnak

I have used this simple illustration to sell lots of annuities… People have been told over and over to buy and hold and their accounts will come back… and they do, but how does that affect someone who is retired? … Continue reading →

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