Tag Archives: financial advisor

3 Simple Marketing Tactics to Capture the Untouchables… (The 87% of Retirees that DON’T Respond to Marketing)

Posted on August 27, 2015 by Mike Kaselnak

How do you get the “Untouchables” in your office… the 87% of people that do not respond to any type of marketing? This is one white paper that every advisor should read. It gives you 3 simple ways to do … Continue reading →

Posted in General, Lead Generation, Marketing Tips | Tagged 5Q Group, financial advisor, financial marketing, Lead Generation, 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

Use This Trick Athletes Use… to Bring on New Clients Cheaply and Easily

Posted on May 29, 2015 by Mike Kaselnak

You can easily use the same technique baseball players, tennis players and virtually every athlete uses… to close 15 to 20 new cases in the next 6 months… at an impossibly low cost. To find out how, download your copy … 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