Tag Archives: financial advisor

Make Clients AND Prospects Happy by Asking These Two Simple Questions

Posted on July 20, 2016 by Mike Kaselnak

What do people really think about you and how you treat them? Are there weak spots? Are there strong traits you could trumpet? A simple two question survey will tell you just that. You’ll get more clients to answer the … Continue reading →

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

10 Inexpensive Ways to Bring in New Business

Posted on July 13, 2016 by Mike Kaselnak

Before you do anymore marketing… it’s essential that you spend time coming up with a Unique Selling Proposition or Elevator Speech. If you don’t know what makes you different from your competition… people have no reason to come to see … 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

“Say it again, Sam”

Posted on June 24, 2016 by Mike Kaselnak

There is a fact that great communicators have used for hundreds of years… if you say something often enough, it becomes truth. Just look at how this phenomenon works in today’s political arena. If a candidate repeats something long enough… … 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

Compound Your Marketing!

Posted on June 17, 2016 by Mike Kaselnak

You’ve been telling your clients to compound their returns for years… are you doing the same? Do you regularly contact and market to a list of ALL THE PEOPLE YOU’VE EVER TALKED TO ABOUT YOUR BUSINESS? If not, you are … 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

The Halo Effect

Posted on June 10, 2016 by Mike Kaselnak

Your place of worship has many people that could benefit from your expertise… however, if you are like me, you feel uncomfortable approaching people in this environment. This is a place of worship, not a business, right? These are 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

Going EXPO-nential

Posted on May 26, 2016 by Mike Kaselnak

Advisors are always approaching me for ideas on how to leverage a booth at an Expo or trade fair. What if you had every other company at the event promoting you! 1) Get a list of all the other companies … 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

How Do You Bring On the Millionaire Next Door?

Posted on May 16, 2016 by Mike Kaselnak

The Millionaire Next Door is the best possible client. They have money and… they are decent, appreciative, nice people. How do you find them? How do you get them to move their money to you? HINT: It’s NOT trying to … 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

Want to Get All the Big Wigs in Town to Listen to What You Have to Say?

Posted on May 10, 2016 by Mike Kaselnak

Landing just one big fish in town can change your business forever. You are not only bringing on a big client… but you now have an in with their friends and business network. How do you do this without being … 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

A Strong Finish Can Win the Client Acquisition Race

Posted on April 27, 2016 by Mike Kaselnak

You spent a lot of money to get that prospect in front of you… and then they don’t buy. What do you do? Throw the lead in the garbage? Here’s a great way to get that prospect back into 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

The END of Tax Season… Guess who can see you now?

Posted on April 18, 2016 by Mike Kaselnak

We all would love to have accountants refer their clients to us… but they rarely do. How can you change that? First, understand why accountants don’t refer… they are protective of their clients and they mistakenly believe that doing NOTHING… … Continue reading →

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