Tag Archives: financial advisor

Want to Sell More IUL to Boost Your Profits this Year?

Posted on July 26, 2023 by Michael Kaselnak

Have you ever explored a unique product that will surprise your client and boost your profit margins? Try Indexed Universal Life Insurance. It has unique properties that clients love… but, more importantly, have never heard of… and that is a … Continue reading →

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

The Best Advertising is Free!

Posted on January 23, 2023 by Michael Kaselnak

What’s better than free advertising? It’s getting a high-quality 3rd party endorsement! Do you regularly submit letters to the editor in your local paper? Are you invited to speak about topics on your local TV or radio? Do reporters call … Continue reading →

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

Duplicate Your Best Clients with This Simple Postcard

Posted on January 18, 2023 by Michael Kaselnak

How would you like it if you had 2 or 3 clients on every block near your best client. Would that be good? Would that lead to getting even more clients in that neighborhood? You bet it would for a … Continue reading →

Posted in General | Tagged 5Q, 5Q Group, financial advisor, financial marketing, Group, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak | 2 Comments

Start With a Bang!

Posted on January 9, 2023 by Michael Kaselnak

What if you could get a client to move ALL of their money to you at the first meeting? They agree to move it before you have even done a lick of work for them… before you even show them … Continue reading →

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

Want a terrific AND totally compliant way to use testimonials?

Posted on December 13, 2018 by Mike Kaselnak

We all know testimonials are VERY effective… but Registered Reps have to be very careful about using them… and RIAs aren’t allowed to use them at all… OR ARE THEY? You should have a small group of client Ambassadors that … 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

Get Your Mail Read… and, make a killer case for your offer

Posted on December 10, 2018 by Mike Kaselnak

Advisors have two problems… their marketing is ignored by great prospects… and the few that look at it are not impressed. You can solve both problems with a little ingenuity. Combine 3 things: Technology Personalization And expand your message with … Continue reading →

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

Make it really “Sticky”

Posted on December 4, 2018 by Mike Kaselnak

Business cards are a waste of money… UNLESS you make them sticky (more about that in a second). Think about it… what percentage of business cards do you hold onto. Okay, now divide that number by 10… and that’s the … 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

Grab Your Prospects by the Nose

Posted on November 26, 2018 by Mike Kaselnak

Do you want people to actually keep your mailers, letters and postcards… instead of throwing them away? And maybe even share it with their friend, neighbor or relative? Because… the longer they keep it around… the more likely they are … Continue reading →

Unique Invitation Gets Investors Attention

Posted on November 14, 2018 by Mike Kaselnak

If everyone’s marketing looks the same… you are going to get diminishing returns on your marketing. You’ve GOT to do something different to catch people’s eye. That’s why I love this mailer! It taps into what’s happening in the news… … Continue reading →

More than Triple Your Prospects Rate of Return… INSTANTLY

Posted on October 25, 2018 by Mike Kaselnak

Most brokerage cash accounts are paying 0.1 to 0.3% interest. It is very simple, even in the low interest rate environment that we are in to find an FDIC insured savings account paying around 2% interest. Presto! You’ve given them … 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