Category Archives: Lead Generation

How to make sure your Whitepaper is powerful

Posted on May 12, 2017 by Mike Kaselnak

Whitepaper expert, Gordon Graham, identified the following criteria to make your whitepaper as effective as possible: It cannot be one-size-fits-all.  You must identify a single need or specific target, market and address that one need or market. Do NOT put … Continue reading →

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The Fastest Way to Bring in a Ton of Business

Posted on April 24, 2017 by Mike Kaselnak

I brought in over $2 million, in 2 months, with this technique.  Drum roll please… I offered my assistant 50% of the commission for any new clients they brought into the practice.  She brought in her parents, a teacher friend … Continue reading →

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What’s Up Doc? (Here’s how to get in front of physicians)

Posted on April 17, 2017 by Mike Kaselnak

If you have a few doctors as clients… and you are looking to bring on more, here’s a program that will help you do it!  Courtesy of 5Q Group. Physician-Professional Marketing Program

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Interested in Getting Lucky?

Posted on April 10, 2017 by Mike Kaselnak

There has been a lot of research done on LUCK.  According to research by the world’s foremost expert on luck (Richard Wiseman)—If you implement these Things… people become an average of 40% luckier! Prepare your mind—Chance favors the prepared mind.  … Continue reading →

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Give Prospects the Gift that Costs 2 cents

Posted on March 30, 2017 by Mike Kaselnak

First, I’m assuming that you mail your clients and prospects a newsletter, at least monthly.  If not, START!  The #1 reason people leave their current advisor is lack of contact.  So use contact to keep your clients… an to take … Continue reading →

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Is Your Marketing Focused on One of These Issues?

Posted on March 20, 2017 by Mike Kaselnak

In order to get a response from your target market, you have to: First, understand their concerns… what keeps them up at night Make that concern an emotional need And, give them a simple solution If you focus on the … Continue reading →

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People not returning your phone calls?

Posted on February 28, 2017 by Mike Kaselnak

Have you ever left several messages and your prospect or client won’t return your call?  What do you do?  Use the technique many grandma’s have been using for years to get their college age grandkids to call them.  She’ll write … Continue reading →

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Get Your Marketing Mail Opened

Posted on February 21, 2017 by Mike Kaselnak

What is printed on the outside of your marketing envelope?  What you print on the outside of the envelope can double your response rate… and it costs you nothing to do. Curiosity is always an excellent tool to employ.  One … Continue reading →

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Want Referrals? Put These 20 Things on Your Calendar in 2017

Posted on January 30, 2017 by Mike Kaselnak

Clients don’t refer to you because you have great products or you got them a good rate of return… they refer to you because they love you!  Put these 20 “to-dos” on your calendar to show your clients that you … Continue reading →

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What Does the Name of Your Business Say About You?

Posted on January 20, 2017 by Mike Kaselnak

What I’m about to say may upset some advisors… but hear me out before you judge. What is the name of your business?  Does it have retirement… wealth management… financial advisor… or something similar in it?  If it does… what … Continue reading →

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