Tag Archives: financial advisor

Are You Answering the Right Question? This tweak can double your effectiveness

Posted on December 15, 2017 by Mike Kaselnak

Our prospects are more skeptical than ever. They are hit by hundreds of thousands marketing messages each year… all promising more than the last. How do you break through their skepticism? A study in Harvard Business Review gives us some … 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 Power of a KISS

Posted on December 11, 2017 by Mike Kaselnak

People returning items is costly, so there has been a lot of research about the cause of all those returns. Here’s what they found… 50% of all “malfunctioning” products were actually working just fine. Buyers just couldn’t figure out how … 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

Light Up Your Christmas with New Business and Happy Clients!

Posted on November 27, 2017 by Mike Kaselnak

The Holidays are upon us. What are you doing to capitalize on them? One thing that I did every Christmas Season is to invite all my clients and prospects on a Christmas lights tour. It is always a huge hit! … Continue reading →

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

This One Question Tells You Everything You Need to Know About Referrals

Posted on November 17, 2017 by Mike Kaselnak

We all love referrals… they don’t cost anything, and they are much easier to get onboard. So how would you like to predict how many referrals you’ll get next year? Knowing this can help you in a couple of ways… … Continue reading →

Show Your Belly if You Want Your Marketing to Work Better!

Posted on November 8, 2017 by Mike Kaselnak

Show vulnerability… it shocks your prospect. Admit your limitations… talk to the skeptic in your prospect… it is a basic scientific principle of trust. Nobody believes anything is perfect! Remember Volvo’s great sales pitch? “We’re Boxy but We’re Safe” OK, … Continue reading →

“How to pay less than 1% tax on your investment income” Marketing system

Posted on October 30, 2017 by Mike Kaselnak

It’s a lead generation system that shows a client how to pay less than 1% tax on their income. This has been a fantastic lead generation tool both as a stand-alone system and with seminars. There are very few consumers … 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

When Prospects Get These… You’ll See Your Callbacks Skyrocket

Posted on October 20, 2017 by Mike Kaselnak

Even with a very targeted list… still, only 10% of people will see an immediate need for what you offer. The other 90% may have a future need, but not right now. So, how do you make sure they 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

This Mailer Pulled a 50% Response… Not Once, But 6 Times!

Posted on October 15, 2017 by Mike Kaselnak

A lumberyard chain mailed out, to all the contractors and builders in the area, an 11-inch piece of 2×4. On it was a sticker mentioning a drawing for prizes at a local store. It was mailed. Prospects had to RSVP … 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 You Get Them to Move Forward

Posted on September 28, 2017 by Mike Kaselnak

You know you can help them. You can see exactly how you can reduce their fees… reduce their taxes… increase their returns… or maybe all three! And yet they hesitate. They don’t know if they want to move forward with … 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

Here’s One to Get Your Letters Read…

Posted on September 20, 2017 by Mike Kaselnak

In the age of 140 characters and Twitter, many people will see a letter on letterhead and just give it a once over before chucking it. How can you slow them down and actually get them to pay a little … Continue reading →