Category Archives: Lead Generation

Elephant Hunting… Find the Big Ones

Posted on April 11, 2016 by Mike Kaselnak

Where do you hunt elephants? Where they congregate (but please don’t hunt elephants… what did they ever do to you)? Where do you hunt the affluent and COI’s? Where they congregate (again, please do not hunt these people. They need … Continue reading →

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

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 →

People are Busy… So Grab Their Attention with a Little Humor or a Surprise

Posted on February 24, 2016 by Mike Kaselnak

People have short attention spans today, so you need to grab their attention immediately! Humor and Surprise does just that. Check out some of these classified ads that stopped people in their tracks and got them to take notice of … Continue reading →

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

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

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 →

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

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