Category Archives: Marketing Tips

How You Get Them to Move Forward

Posted on September 28, 2017 by Mike Kaselnak

You know you can help them. You can see exactly how you can reduce their fees… reduce their taxes… increase their returns… or maybe all three! And yet they hesitate. They don’t know if they want to move forward with … 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

Here’s One to Get Your Letters Read…

Posted on September 20, 2017 by Mike Kaselnak

In the age of 140 characters and Twitter, many people will see a letter on letterhead and just give it a once over before chucking it. How can you slow them down and actually get them to pay a little … 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

Get People to Return Your Calls!

Posted on September 11, 2017 by Mike Kaselnak

Have you ever had a situation where you have tried and tried to get hold of someone, but they either won’t answer or call back after a voicemail? Try tickling their funny bone. I’ve used a version of this a … Continue reading →

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

What Are the 3 Things People Need BEFORE They Buy?

Posted on August 30, 2017 by Mike Kaselnak

Validation Reciprocity Safety Validation—People want to know they are doing the right thing. There are a number of ways you can help alleviate this worry. The best thing to do is to give them a case study like their personal … 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 How You Can Guarantee Your Client Fortune

Posted on August 21, 2017 by Mike Kaselnak

How would you like to get people to your website? Here’s an idea you could use in many ways, which I’ll discuss in a second. Go to the internet and Google – Custom Fortune Cookies – and you’ll find many … Continue reading →

On Your Marks… Get Set… Go!

Posted on August 10, 2017 by Mike Kaselnak

Timing is everything. How’s your timing? There are events in the news that cause large amounts of money to move quickly. Do you have a plan to capitalize on them? Are you ready with an email or postcard to zip … 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

Host a Happy Hour… get an unending flow of great prospects forever

Posted on July 28, 2017 by Mike Kaselnak

First, find a fun, outdoor place with great happy hour appetizers. Second, put together a list of professionals that share similar clients (CPA’s, Lawyers, Realtors, Mortgage brokers, podiatrist, chiropractors, dentists, etc.). Now, invite them to the happy hour! You want … Continue reading →

Host an Event for Free

Posted on July 21, 2017 by Mike Kaselnak

This is for you to get your clients to bring their friends to meet you. You can do it at a number of different places, but one that I like is at a golf course. Here’s why. Many golf courses … Continue reading →

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

7 Easy Ways to Get Quoted in Your Local (or even National) Media!

Posted on July 14, 2017 by Mike Kaselnak

It’s always great to be able to put “As seen in…” on your website, marketing, etc. So how do you get quoted? There are many ways to do this effectively, but my favorite is to be the contrarian. Simply write … 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

The Magical Words to Get Your Press Release Published

Posted on June 26, 2017 by Mike Kaselnak

Marketing expert Jeffery Dobkin gives excellent advice on how to get some free advertising through press releases. Here’s what he recommends… Call the reporter or editor of the periodical you are targeting and ask them, “Are you the person I … Continue reading →