Category Archives: Marketing Tips

Your Best Prospect is Your Competitor’s client

Posted on March 10, 2017 by Mike Kaselnak

Your competitor’s best client HAS money… and LIKES advisors.  They’re perfect prospect.  How do you get them to leave their current advisor and move to you?  Use the #1 reason people leave their current advisor… against them.   Read how in … Continue reading →

Posted in General, Marketing Tips | Tagged , , , , , , , , | Leave a comment

People not returning your phone calls?

Posted on February 28, 2017 by Mike Kaselnak

Have you ever left several messages and your prospect or client won’t return your call?  What do you do?  Use the technique many grandma’s have been using for years to get their college age grandkids to call them.  She’ll write … Continue reading →

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , | Leave a comment

Get Your Marketing Mail Opened

Posted on February 21, 2017 by Mike Kaselnak

What is printed on the outside of your marketing envelope?  What you print on the outside of the envelope can double your response rate… and it costs you nothing to do. Curiosity is always an excellent tool to employ.  One … Continue reading →

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , | Leave a comment

Do This Be…”CAUSE!”

Posted on February 10, 2017 by Mike Kaselnak

What is your “Cause?” Do you know how much money it’s worth for a company to align itself with breast cancer awareness?  Billions.  And it works for more than just breast cancer awareness.  Aligning your company with a cause has … Continue reading →

Posted in General, Marketing Tips | Tagged , , , , , , , , | Leave a comment

Want Referrals? Put These 20 Things on Your Calendar in 2017

Posted on January 30, 2017 by Mike Kaselnak

Clients don’t refer to you because you have great products or you got them a good rate of return… they refer to you because they love you!  Put these 20 “to-dos” on your calendar to show your clients that you … Continue reading →

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

What Does the Name of Your Business Say About You?

Posted on January 20, 2017 by Mike Kaselnak

What I’m about to say may upset some advisors… but hear me out before you judge. What is the name of your business?  Does it have retirement… wealth management… financial advisor… or something similar in it?  If it does… what … Continue reading →

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

Where should you spend your next marketing dollar?

Posted on January 10, 2017 by Mike Kaselnak

Your prospects will be hit by over 3,000 advertising messages, from all sorts of media, today.  Which of those will they remember? Half the battle in today’s world is getting your message heard… and if you sound like everyone else… … Continue reading →

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

What Do You Think?

Posted on December 22, 2016 by Mike Kaselnak

There is a lot of psychology and research that points to the power of surveys… whether people answer them, or not, doesn’t matter.  Just the fact you are asking for their opinion makes them think better of you. That’s why … Continue reading →

Posted in General, Lead Generation, Marketing Tips | Tagged , , , , , , | Leave a comment

‘Tis the Time of Year to Plan Your Huge 2017!

Posted on December 16, 2016 by Mike Kaselnak

Is your practice built on the 8 Pillars of a Successful Practice?  If you are not seeing the kind of success you want from your practice… make sure you have incorporated the following 8 principles into your business successfully: Zero … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , , , | Leave a comment

You Think They are Basic… But Clients WANT THIS INFO!

Posted on December 12, 2016 by Mike Kaselnak

Just saw the key to growing a huge practice over the next 5 and 10 years… a survey done with consumers interested in retirement. Believe it or not… The survey found that less than 20% of those surveyed were familiar … Continue reading →

Posted in Client Referrals, General, Lead Generation, Marketing Tips | Tagged , , , , , , , | Leave a comment