Tag Archives: financial advisor

Be Negative and See Your Income Soar

Posted on January 12, 2015 by Mike Kaselnak

We are always told to emphasize the positive… it ends up the opposite works WAY BETTER! University of California researchers found that when: One group of homeowners were told they could save 50 cents a day by doing a couple … Continue reading →

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

Finally! A Way to Leverage CPAs into Bringing Us New Clients

Posted on December 30, 2014 by Mike Kaselnak

Finally! A Way to Leverage CPAs into Bringing Us New Clients Stick with me for a second as I explain this… it’s not the same old tired thing you’ve heard a million times before. Deal? The first step is set … Continue reading →

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

The Best Time You’ll Ever Spend in December

Posted on December 19, 2014 by Mike Kaselnak

If you are willing to put in just one week of work… just one week… and NOT one cent of money… within 45 days you will be bringing in 3 to 5 new clients each month. What better time to … Continue reading →

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

Nice WSJ Article to Impress the Importance of Income Planning to Your Clients

Posted on December 12, 2014 by Mike Kaselnak

The Wall Street Journal article, “Say Goodbye to the 4% Rule” gives a startling example of the importance of income planning. “If you had retired Jan. 1, 2000, with an initial 4% withdrawal rate and a portfolio of 55% stocks … Continue reading →

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The Right Way to Use LinkedIn

Posted on November 24, 2014 by Mike Kaselnak

When someone endorses you on LinkedIn for a skill—go old school. Send them a genuine… handwritten… postcard to thank them. No sales… no self-promotion… just a thank you. I know an advisor that sent out 18 of these over 2 … 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

You Do What?

Posted on November 10, 2014 by Mike Kaselnak

How would you like to net three great, new clients between Thanksgiving and New Year’s Day? Use the information in this 8 minute video to find out how to bring on clients at no cost… especially during the Holiday Season. … Continue reading →

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

Run Your Practice Like a Seal!

Posted on October 30, 2014 by Mike Kaselnak

Navy SEAL Master Chief Will Guild was interviewed by Men’s Health Magazine and talked about 6 Key Principles that SEALS live by. Incorporating them into your practice and life will give you the mindset you need to succeed. Put Teammates … Continue reading →

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

9 Great Tools to Grow Your Practice

Posted on October 24, 2014 by Mike Kaselnak

www.ebri.org – Covers retirement and related economic security topics. http://Crr.bc.edu – Center for Retirement Research at Boston College. This site has a wealth of information you can use to grow your practice. www.aarp.com – The website sections called “Work & … Continue reading →

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

The IRS is Forcing IRA CD Holders to Move Their Money to YOU!

Posted on October 17, 2014 by Mike Kaselnak

Okay, slight exaggeration but you can make it come true! As you probably know a recent Tax Court ruled that only 1 rollover a year is allowed starting in 2015. Here’s your sales opportunity… People who use CD’s for their … Continue reading →

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

These numbers will shock both your clients and prospects!

Posted on September 25, 2014 by Mike Kaselnak

Whoa! These numbers from Forbes magazine are shocking! You need to know them to both protect your current client base or to leverage to bring on new clients. In the article “The Real Cost of Owning a Mutual Fund” they … 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