Category Archives: Marketing Tips

Eavesdrop on a Seminar that got 100% Appointments

Posted on January 30, 2015 by Mike Kaselnak

Advisors that lament about seminars being dead are a bit misinformed. Listen to an actual seminar that was done in November that closed 100% appointments. EVERY attendee actually stepped up and made an appointment right there on the spot. If … Continue reading →

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

Quit Schmoozing and Start Networking

Posted on January 21, 2015 by Mike Kaselnak

If it works… networking is a great use of your time… again, if it works. So let’s talk about a few things that can make it work: Don’t just go to “networking events” go to all the other places people … 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

Be Negative and See Your Income Soar

Posted on January 12, 2015 by Mike Kaselnak

We are always told to emphasize the positive… it ends up the opposite works WAY BETTER! University of California researchers found that when: One group of homeowners were told they could save 50 cents a day by doing a couple … 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

Finally! A Way to Leverage CPAs into Bringing Us New Clients

Posted on December 30, 2014 by Mike Kaselnak

Finally! A Way to Leverage CPAs into Bringing Us New Clients Stick with me for a second as I explain this… it’s not the same old tired thing you’ve heard a million times before. Deal? The first step is set … 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

The Best Time You’ll Ever Spend in December

Posted on December 19, 2014 by Mike Kaselnak

If you are willing to put in just one week of work… just one week… and NOT one cent of money… within 45 days you will be bringing in 3 to 5 new clients each month. What better time to … Continue reading →

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

Nice WSJ Article to Impress the Importance of Income Planning to Your Clients

Posted on December 12, 2014 by Mike Kaselnak

The Wall Street Journal article, “Say Goodbye to the 4% Rule” gives a startling example of the importance of income planning. “If you had retired Jan. 1, 2000, with an initial 4% withdrawal rate and a portfolio of 55% stocks … 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

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 →

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

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

The IRS is Forcing IRA CD Holders to Move Their Money to YOU!

Posted on October 17, 2014 by Mike Kaselnak

Okay, slight exaggeration but you can make it come true! As you probably know a recent Tax Court ruled that only 1 rollover a year is allowed starting in 2015. Here’s your sales opportunity… People who use CD’s for their … Continue reading →

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

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