Archives
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- November 2010
- April 2010
- March 2010
- February 2010
- October 2009
- July 2009
- June 2009
- May 2009
- April 2009
- March 2009
- January 2009
- December 2008
- November 2008
- October 2008
- September 2008
- August 2008
- July 2008
- June 2008
Category Archives: Marketing Tips
Want More Appointments? Then Follow Through!
I was scratching my head. So an advisor used a marketing system that did all the hard work for him. It found people with more than $1 million who wanted to meet with advisors for second opinions. Now these were … 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
This is a Terrific Handout or Even Frame it for Your Office
Are you looking for a document that demonstrates that you put your client and their concerns first? Please accept this done-for-you Financial Hippocratic Oath, courtesy of 5Q Group. You can use it a number of ways… as a handout at … 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
This Works to Get Those Big Hitters to Call You Back!
People love humor… and people love themselves. You can leverage these two things into getting almost everyone to reach out to you. Using this technique… one guy got President George Bush to reach out to him… one company did this … 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
The ONLY referral that Works… and why all the other referral advice is worthless
Why don’t you get more referrals? Your clients love you. They know you are smart and provide great service. We assume they like their family and friends. So why don’t they refer more? The answer is pretty simple. REJECTION. It’s … Continue reading
Posted in Client Referrals, General, Marketing Tips
Tagged 5Q, 5Q Group, financial advisor, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak
Leave a comment
Get the Best Advice on How to Grow Your Business… You will blow your competitors away!
If you are looking at leveraging the newest and best ways to reach clients, here’s a great way to do it that doesn’t cost you an arm and leg. Consider sponsoring a marketing, design or public relations class at a … Continue reading
Simple Ways to Lock the Sale
How skeptical are people today? Very. How do you get them to lower their defenses and understand that you truly are there to help? Start by treating them special… and sadly, in today’s world, it doesn’t take much to make … Continue reading
Create a Buzz and Get the Most Important People in Town to Come to Your Event
What would you do to start rubbing elbows with the most influential and affluent people in town? Here’s what a law firm in Minneapolis did to attract an all-star list of attendees at their event. They tapped into people’s ego. … Continue reading
A Marketing Hole in One!
Wouldn’t you rather be on the golf course, instead of your office on those fine summer days? Well, here’s a way to have fun AND bring on clients. Invite 2 or 3 people you would like to make clients or … Continue reading
Get the BEST Testimonials All Advisors… Including RIA’s and Registered Reps Can use!
My office had only one type of art hanging on the walls in the waiting room… 5 big picture frames filled with a collage of snapshots of happy clients, having the time of their lives. Guess what every prospect looked … Continue reading
Want to see your sales go up exponentially in one week?
How? Just get in front of more people, right? WRONG! FIRST… you must be confident that you can close a… tire kicker plate licker someone that loves their advisor someone that does it all themselves When you are confident you … Continue reading