Category Archives: General

Happy Anniversary… You’re On My Mind! Can generate lots of business.

Posted on August 20, 2014 by Mike Kaselnak

Every major marketing company and retailer can tell you how profitable a personalized… surprise contact is.  Why our industry doesn’t use this fact baffles me.  You NEED to do this!  It’s cheap and effective. Here’s I use it.  I send … Continue reading →

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How to be at the Right Place at the Right Time (in other words put yourself in front of money when it is moving)

Posted on August 15, 2014 by Mike Kaselnak

The easiest way to make more money with NO marketing cost is to put you in front of people when they are making financial decisions.  This simple form does just that.  You should have it in all of your client’s … Continue reading →

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Commit to This and The Next 12 Months Will Be The Best You’ve Ever Had

Posted on July 25, 2014 by Mike Kaselnak

There are 365 days in a year.  After you take out weekends, holidays and two weeks’ vacation you are left with 225 Days a year.  Heck, I’ll even give you Friday’s off which brings us down to 173 days. So … Continue reading →

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Who is Your #1 Competitor?

Posted on July 15, 2014 by Mike Kaselnak

New research should have us looking over our shoulder.  Even after the financial disaster of 2008… or maybe because of it, more and more investors are going it alone with online investment accounts. In a recent study by Aite Group, … Continue reading →

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Have People Pay You to Market to Them

Posted on July 7, 2014 by Mike Kaselnak

This concept has been around for ages but few advisors take advantage of it. I know an advisor in the town I live in that has a huge practice and he’s never spent a dime on marketing… in fact, people … Continue reading →

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Client says, “This article says your product is horrible”

Posted on June 26, 2014 by Mike Kaselnak

What do you say? AGREE WITH THEM!  Don’t get defensive… agree with them.  When you do this it always puts the client back on their heels.  They did not expect this.  Argument over… almost. You are never going to win … Continue reading →

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The “It’s Over” Checklist

Posted on June 21, 2014 by Mike Kaselnak

Though we hope it never happens to our clients… sometimes they get divorced.  I’ve created a helpful checklist for those clients that are considering or pulling the trigger on getting divorced. If you’d like that checklist to add to your … Continue reading →

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Please Leave a Message… But Make it a Good One!

Posted on June 12, 2014 by Mike Kaselnak

Please leave a message.  How many times a day do we hear it from our client’s phones… or do we deliver the same message to our client’s ears?  Too many. So here’s the question.  Are you treating it like a … Continue reading →

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How Do You Simply Explain High Yield Risk

Posted on May 27, 2014 by Mike Kaselnak

Have you ever had a client bring in some article or tell you that they’ve heard about some fantastic yield?  You know it’s rife with danger, but how do you explain it to them? Here’s a great little drawing by … Continue reading →

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Have FAITH in Growing Your Business

Posted on May 9, 2014 by Mike Kaselnak

You have lots of friends and acquaintances at your place of worship.  These are people you like and they like you. They would be the perfect client but… you don’t want to be seen as trolling for business. There is … Continue reading →

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