Tag Archives: 5Q

A Little Work Once a Month… and a few hundred dollars leads to 25 huge referrals

Posted on September 15, 2015 by Mike Kaselnak

A Florida advisor knew he could help an accountant, who specialized in small business taxes, save his clients taxes. He was rebuffed every time he approached the accountant… so he decided to put the approach on automatic. He began to … Continue reading →

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

How are you intercepting all the money in movement every day?

Posted on September 8, 2015 by Mike Kaselnak

$1.23 TRILLION dollars changes hands every day. You wouldn’t have to intercept much of that to see a huge difference in your bottom line. Where is the money going? 401(k) rollovers… divorce settlements… business sales… savings… investing… and the list … 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

Your Marketing is Going to Suffer if You Are Touting Investments or Rates of Return!

Posted on August 17, 2015 by Mike Kaselnak

Wondering how to get people to come see you… and more importantly to move their money to you? This 49-minute video walks you through the science of what works to do both! (Hint: Fast forward about 4-minutes into it.) Here’s … Continue reading →

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

5 Tips on How to Make a Sale… even if they won’t answer the phone!

Posted on August 6, 2015 by Mike Kaselnak

In today’s world of cell phones and caller ID… it’s getting harder and harder to get people to pick up the phone or return your calls. So what do you do? While your voicemail will not sell a product, neither … Continue reading →

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

Gut Reaction… key to getting appointments!

Posted on July 30, 2015 by Mike Kaselnak

Go to a bakery and have them use their new technology to put your Logo or Unique Selling Proposition on a cookie! You can use this idea to get more appointments to actually show up. You simply mail them 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

Do it be-CAUSE it will make you both money… and feel better!

Posted on July 20, 2015 by Mike Kaselnak

A recent study showed that decision-makers are much more likely to work with someone if that company, or professional, actively supports a cause or non-profit entity. It is a simple measurement of… “Do they care about something other than their … Continue reading →

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

5 Key Marketing Strategies

Posted on July 10, 2015 by Mike Kaselnak

Follow one case-study that utilizes all 5 Key Strategies for pennies… and brings in over $1.5 million in new money over 6 weeks. You can see how they did it in this short case study called, “What If Everything You’ve … 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

5 Points to Success… How many are you doing?

Posted on June 30, 2015 by Mike Kaselnak

I mentor around 10 advisors a day and I find one of the biggest hurdles they have to overcome is recognizing the difference between… ACTIVITY vs. PRODUCTIVITY Most of the advisors I talk to are hardworking and really put a … 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

Little things can close the deal!

Posted on June 20, 2015 by Mike Kaselnak

Listen to this 7-minute tape where an advisor talks about landing a large case – just by covering a couple of tiny things that most advisors miss. Funny thing is… the people moved the entire $600,000 without even knowing what … 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

Awesome Summer Activity!

Posted on June 10, 2015 by Mike Kaselnak

This is a great way to get in front of people this summer! Watch this Coaching Call walking you through… A fun and effective way to bring in new clients during summer How to collect 50 phenomenal testimonials in 2 … 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