Tag Archives: financial advisor

Testimonials You Can Use No Matter How You Are Licensed

Posted on March 14, 2014 by Mike Kaselnak

We’d all love to use testimonials… they are powerful.  However, the rules about testimonials depend upon how you are licensed.  So, let’s just talk about the potential ways to use testimonials regardless of whether you are an RIA, registered rep … Continue reading →

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WOW! Are You Riding this Marketing Wave?

Posted on September 27, 2012 by Michael Kaselnak

I’m getting reports from a handful of advisors across the country that they are having fantastic success using Social Security planning as a marketing tool.  People are really interested and are chomping at the bit to get into see these … Continue reading →

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The Gift that Keeps Giving

Posted on September 18, 2012 by Michael Kaselnak

We are entering the “germ” season and with it all the news stories about the flu and all the other bugs.  What better gift to give to your clients and prospects than a personalized hand sanitizer.  As you hand it … Continue reading →

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What one little tool gave this salesman the Guinness Book World record for sales

Posted on September 10, 2012 by Michael Kaselnak

Joe Girard sold 13,001 cars in 12 years…and all of them to individuals!  Not fleet sales. That’s more than 3 cars a day! How did he do it? Lots of different ways (which is a lesson in and of itself) … Continue reading →

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Doctor Who

Posted on August 7, 2012 by Michael Kaselnak

Many advisors are looking to build a practice of high-income professionals.  How do you do that? If you would like a step-by-step guide on a successful Physician (high-income) marketing program, simply email support@5QGroup with the subject line “Physician and Professional … Continue reading →

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Blog schmog

Posted on September 10, 2011 by Mike Kaselnak

At least that’s what I hear from some advisors when I talk to them about setting up a blog. But here’s the deal, people read blogs. My neighborhood has a blog and everyone reads it. My son’s sports league has … Continue reading →

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P.S. I Love you!

Posted on August 28, 2011 by Mike Kaselnak

Looking to get surprised by a huge piece of business coming out of “left field”? Then I would highly recommend sending out a dozen, handwritten thank you cards every week. It’s about 30 minutes worth of work and it will … Continue reading →

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