Tag Archives: financial advisor

Hot News Sells!

Posted on September 16, 2014 by Mike Kaselnak

Target, JP Morgan Chase Bank, Sony and so many more companies have lost consumer data… how are you capitalizing on these hot bed issues? When you capitalize on what’s on people’s minds… your marketing can score huge gains. How can … 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

A Simple Eye-Opener for Your Clients

Posted on August 29, 2014 by Mike Kaselnak

I have used this simple illustration to sell lots of annuities… People have been told over and over to buy and hold and their accounts will come back… and they do, but how does that affect someone who is retired? … Continue reading →

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

Happy Anniversary… You’re On My Mind! Can generate lots of business.

Posted on August 20, 2014 by Mike Kaselnak

Every major marketing company and retailer can tell you how profitable a personalized… surprise contact is. Why our industry doesn’t use this fact baffles me. You NEED to do this! It’s cheap and effective. Here’s I use it. I send … Continue reading →

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

How to be at the Right Place at the Right Time (in other words put yourself in front of money when it is moving)

Posted on August 15, 2014 by Mike Kaselnak

The easiest way to make more money with NO marketing cost is to put you in front of people when they are making financial decisions. This simple form does just that. You should have it in all of your client’s … Continue reading →

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

Have People Pay You to Market to Them

Posted on July 7, 2014 by Mike Kaselnak

This concept has been around for ages but few advisors take advantage of it. I know an advisor in the town I live in that has a huge practice and he’s never spent a dime on marketing… in fact, people … Continue reading →

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

Client says, “This article says your product is horrible”

Posted on June 26, 2014 by Mike Kaselnak

What do you say? AGREE WITH THEM! Don’t get defensive… agree with them. When you do this it always puts the client back on their heels. They did not expect this. Argument over… almost. You are never going to win … Continue reading →

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

The “It’s Over” Checklist

Posted on June 21, 2014 by Mike Kaselnak

Though we hope it never happens to our clients… sometimes they get divorced. I’ve created a helpful checklist for those clients that are considering or pulling the trigger on getting divorced. If you’d like that checklist to add to your … Continue reading →

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

Please Leave a Message… But Make it a Good One!

Posted on June 12, 2014 by Mike Kaselnak

Please leave a message. How many times a day do we hear it from our client’s phones… or do we deliver the same message to our client’s ears? Too many. So here’s the question. Are you treating it like a … Continue reading →

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

How Do You Simply Explain High Yield Risk

Posted on May 27, 2014 by Mike Kaselnak

Have you ever had a client bring in some article or tell you that they’ve heard about some fantastic yield? You know it’s rife with danger, but how do you explain it to them? Here’s a great little drawing by … Continue reading →

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Have FAITH in Growing Your Business

Posted on May 9, 2014 by Mike Kaselnak

You have lots of friends and acquaintances at your place of worship. These are people you like and they like you. They would be the perfect client but… you don’t want to be seen as trolling for business. There is … Continue reading →

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