Tag Archives: 5Q

The “It’s Over” Checklist

Posted on June 21, 2014 by Mike Kaselnak

Though we hope it never happens to our clients… sometimes they get divorced.  I’ve created a helpful checklist for those clients that are considering or pulling the trigger on getting divorced. If you’d like that checklist to add to your … Continue reading →

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Please Leave a Message… But Make it a Good One!

Posted on June 12, 2014 by Mike Kaselnak

Please leave a message.  How many times a day do we hear it from our client’s phones… or do we deliver the same message to our client’s ears?  Too many. So here’s the question.  Are you treating it like a … Continue reading →

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How Do You Simply Explain High Yield Risk

Posted on May 27, 2014 by Mike Kaselnak

Have you ever had a client bring in some article or tell you that they’ve heard about some fantastic yield?  You know it’s rife with danger, but how do you explain it to them? Here’s a great little drawing by … Continue reading →

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5 Ways to Capture Prospects Emails

Posted on May 19, 2014 by Mike Kaselnak

Email is the easiest and cheapest way to market to your prospects but how do you get their email addresses? Here are 5 ideas: First and foremost have an offer on your website—that could be a free book, a free … Continue reading →

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Have FAITH in Growing Your Business

Posted on May 9, 2014 by Mike Kaselnak

You have lots of friends and acquaintances at your place of worship.  These are people you like and they like you. They would be the perfect client but… you don’t want to be seen as trolling for business. There is … Continue reading →

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Simple Drawing Illustrates that Slow and Steady Wins the Race

Posted on April 28, 2014 by Mike Kaselnak

You know that clients are rarely served by chasing last year’s returns.  Here is a simple drawing to help them understand the importance of sticking with the plan.

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When Being Good… is Bad

Posted on April 16, 2014 by Mike Kaselnak

We think we are doing a good job when our clients are satisfied… WRONG!  Study after study shows that satisfied clients will only stay with you – until they find something better.  That means satisfied clients leave. Clients don’t expect … Continue reading →

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Whoa! Here’s an Easy Way to Add 3.75% Onto Your Clients’ Returns

Posted on April 7, 2014 by Mike Kaselnak

If your clients ever want to know why paying your fees are worth it to them… Vanguard Mutual Funds gave you the ultimate proof.  A report by Vanguard called “Putting a Value on Your Value: Quantifying Vanguard Advisors Alpha” makes … Continue reading →

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If You Haven’t Done This First… every sale is going to be difficult

Posted on March 27, 2014 by Mike Kaselnak

The definition of conviction is: a fixed or firm belief So how much conviction do you have for the process or product you sell?  In other words, how many of the products that you sell do you actually own? I … Continue reading →

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If You Sell REIT’s or Sell Against Them… you need to watch this video

Posted on March 20, 2014 by Mike Kaselnak

Whether or not you sell REITs this video is a must see.  If you sell REITs you need to watch this so you know what you need to be disclosing to your clients, to keep you out of trouble. If … Continue reading →

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