Category Archives: Marketing Tips

Turn “Healthy, Wealthy and Wise” Into a Very Profitable Month!

Posted on January 20, 2016 by Mike Kaselnak

There has been more and more reporting done on the cost of health care… above and beyond what Medicare pays for, or even LTC costs. Most experts agree out of pocket costs for health care will cost retirees between $170,000 … Continue reading →

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

You Can Use the Same Marketing that the World’s Best Salesman Used (as named by the Guinness Book of World Records) … and get this—his marketing cost less than $10

Posted on January 12, 2016 by Mike Kaselnak

This salesman’s record was verified by Deloitte and Touché and placed him at the top of all salespeople. How did he do it? What set him apart? What was his secret? It ends up he does things that you and … 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

An inexpensive, unique way to get prospects to take your calls

Posted on December 20, 2015 by Mike Kaselnak

It’s hard to make a sale when nobody will take your call. So, here’s a way to get people to smile when they find out it’s you on the phone. Each month send out a postcard celebrating a silly or … 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

Get 24 High-Net-Worth guys asking to spend the day with you

Posted on December 15, 2015 by Mike Kaselnak

How much would it be worth to you to spend an afternoon hosting 24 high-net-worth guys? I am assuming quite a bit. Here’s how one adviser pulled it off… He first did research to figure out which 100 people in … Continue reading →

Posted in General, Marketing Tips | Tagged 5Q, 5Q Group, financial marketing, Lead Generation, Leads, marketing, 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 →

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 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