Tag Archives: 5Q

Testimonials You Can Use No Matter How You Are Licensed

Posted on March 14, 2014 by Mike Kaselnak

We’d all love to use testimonials… they are powerful.  However, the rules about testimonials depend upon how you are licensed.  So, let’s just talk about the potential ways to use testimonials regardless of whether you are an RIA, registered rep … Continue reading →

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Do this 4 days a month and you’ll start filling your practice with HNW clients

Posted on February 24, 2014 by Mike Kaselnak

We all want more High Net Worth clients, but do you have a system to get them?  Follow this plan and by the end of the year you will see a significant bump to the net worth of your new … Continue reading →

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A Picture Paints a Thousand Words!!!

Posted on February 18, 2014 by Mike Kaselnak

We’ve all heard the phrase… “a picture paints a thousand words”… but do we use it in our business? I’ve talked to two different advisors that have a different take on the same concept.  Both are “safe money experts” and … Continue reading →

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Want to start closing more Do-it-Yourselfers?

Posted on February 6, 2014 by Mike Kaselnak

Are you are sick of Do-it-Yourselfers taking your information and then refusing to move their money to you?  If so, watch this 50-minute video that walks you through exactly what to do to get Do-it-Yourselfers to give you at least … Continue reading →

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This is How You Get a Property Casualty Agent to Put You in Front of His Best 10 Clients

Posted on January 30, 2014 by Mike Kaselnak

What was the #1 Halloween costume of 2013?  Flo.  Here’s how you use this to your advantage. I created a 20 minute video that you show PC agents (see below).  It walks them through the both the danger they are … Continue reading →

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Goals Are For Losers!!!

Posted on January 17, 2014 by Mike Kaselnak

What!?  I bet you thought goals were a good thing, right?  Being January you might just be sitting down to make your annual goals… DON’T. Here’s why as explained by Scott Adams, the Dilbert cartoonist in an interview in Bottom … Continue reading →

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Want More Referrals? Here’s My New Year’s Gift to You…

Posted on January 6, 2014 by Mike Kaselnak

If you don’t currently have a referral “system” in place… I’ll give you the one I used very successfully for my own practice.  It must work because I generated over $350,000 in income on referrals alone my final year in … Continue reading →

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These 2 Tables Will Startle Your Clients Into Action!

Posted on December 27, 2013 by Mike Kaselnak

Sometimes it’s hard to get clients to get off the dime.  Why not ask them this question… “What’s more important… rate of return or order of return?” You will most likely get a blank stare back.  Then walk them through … Continue reading →

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How to Get Free Advertising in Your City Paper Every 3 Months… Again, FREE Advertising!

Posted on December 16, 2013 by Mike Kaselnak

There is only one kind of advertising that’s better than free… it’s where the paper makes you look like you are an expert AND it’s free.  I’ve been using this little advertising technique for years and it’s worked wonders.  I … Continue reading →

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Here are 13 Ways to Find and Close More Business

Posted on December 4, 2013 by Mike Kaselnak

Ever wonder what a guy that makes over $1 million a year as an advisor does to get in front of and close all those people?  Watch this 45 minute video that walks you through 13 things that will cost … Continue reading →

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