Category Archives: Marketing Tips

Ho! Ho! Ho! Santa has arrived with clients!

Posted on November 22, 2016 by Mike Kaselnak

How do you turn the Holidays into a fun way to find new business? Host a Christmas Lights Tour for your clients… their families… and their friends. It is surprisingly inexpensive and easy. It’s also a great way to turn … 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

Getting the One You Missed Back into the Office

Posted on November 15, 2016 by Mike Kaselnak

Ever had a prospect quit returning your calls? It’s really difficult in today’s world of smart phones, to get hold of a client if they opt out of your sales process and won’t return your calls. So what do you … 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

Little is Better than Big!

Posted on November 10, 2016 by Mike Kaselnak

Bigger isn’t always better. When it comes to ads in the paper, you are much better off with a small ad… repeated over and over and over. The cost is the same, but your results will be much better. Here’s … Continue reading →

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

Where is the Best Place to Advertise?

Posted on October 21, 2016 by Mike Kaselnak

As in everything in life… there is no best. Everything has advantages and disadvantages. The following table gives you the pros and cons of each.

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

Meet in a Surprising Place!

Posted on October 11, 2016 by Mike Kaselnak

People remember different. They seek out different. So, if you want to get in front of a group of people, try something different. Restaurants are worn out, expensive and boring. Why not try something different? Try “destinations.” Places where people … 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 Sales Letter Netted 4 Big Clients

Posted on September 28, 2016 by Mike Kaselnak

In today’s “Don’t have time to read no sales letter” environment… it is still possible to grab someone’s attention and get them to call you. Here’s an idea from an advisor I know who closed 4 big cases using it. … 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

This Tool Can Close Large Cases… it’s been around for hundreds of years… and most advisors ignore it

Posted on September 20, 2016 by Mike Kaselnak

What is the tool? A handwritten note. The year I made $967,000 I sent out over 200 handwritten notes a month. In fact, many of my large cases I credit to those handwritten notes. Not sure of how handwritten notes … 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

3 Ways You’ve Never Thought About to Leverage Morningstar for More Sales

Posted on September 12, 2016 by Mike Kaselnak

We’ve all used Morningstar for years… but you’ve probably never seen it used this way! I suspect it’s almost the polar opposite to how you’ve been using it. Find out how leveraging just 3 obscure parts of the Morningstar can … Continue reading →

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

Bump People into Your Office

Posted on August 30, 2016 by Mike Kaselnak

This is probably the most off the wall and successful marketing I’ve ever seen. The advisor spent $4.00 with Vistaprint… and made over $120,000 (and counting because it’s still working). What did he do? He came up with a great … Continue reading →

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

Become an instant EXPERT!

Posted on August 23, 2016 by Mike Kaselnak

We’ve all done it… we go to YouTube to figure out how to do something. It’s truly hard to beat a YouTube video when it comes to learning something really fast. So what do YOU know… that your best client … 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