Category Archives: Marketing Tips

Aloha Summer Income!

Posted on June 16, 2017 by Mike Kaselnak

Aloha can be a greeting or a good-bye. Let’s make this summer a greeting to profits instead of a good-bye. Here’s one way to do it. Have a Client/Friends and Family of Clients/Prospects Luau! People want to have fun in … Continue reading →

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

Simple Way to Get Referrals

Posted on June 12, 2017 by Mike Kaselnak

Here’s a terrific way to get a new client talking about you…AND what you do. When a client comes on board, send a big bunch of brightly colored balloons thanking them for becoming clients—to their workplace. No logo… no advertising… … 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

Excellent Whitepaper to set yourself apart from your competition

Posted on May 25, 2017 by Mike Kaselnak

One of the top concerns for people age 55+ is health care in general… and long-term care specifically. I’ve created a whitepaper called, “10 Secrets Your Long-Term Care Salesperson Won’t Tell You.” You may use it for both prospecting and … 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

What does your envelope look like?

Posted on May 19, 2017 by Mike Kaselnak

You should treat envelopes as mini-billboards. It’s what people first see. Make sure you are communicating right from that first look. Here are some points to keep in mind: I know you love the name of your company and your … Continue reading →

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

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 →

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

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 →

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

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

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 →

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

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 →

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

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 →

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