Tag Archives: financial advisor

Get People to Return Your Calls!

Posted on September 11, 2017 by Mike Kaselnak

Have you ever had a situation where you have tried and tried to get hold of someone, but they either won’t answer or call back after a voicemail? Try tickling their funny bone. I’ve used a version of this a … Continue reading →

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

What Are the 3 Things People Need BEFORE They Buy?

Posted on August 30, 2017 by Mike Kaselnak

Validation Reciprocity Safety Validation—People want to know they are doing the right thing. There are a number of ways you can help alleviate this worry. The best thing to do is to give them a case study like their personal … 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 Is How You Can Guarantee Your Client Fortune

Posted on August 21, 2017 by Mike Kaselnak

How would you like to get people to your website? Here’s an idea you could use in many ways, which I’ll discuss in a second. Go to the internet and Google – Custom Fortune Cookies – and you’ll find many … 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

On Your Marks… Get Set… Go!

Posted on August 10, 2017 by Mike Kaselnak

Timing is everything. How’s your timing? There are events in the news that cause large amounts of money to move quickly. Do you have a plan to capitalize on them? Are you ready with an email or postcard to zip … 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

Host a Happy Hour… get an unending flow of great prospects forever

Posted on July 28, 2017 by Mike Kaselnak

First, find a fun, outdoor place with great happy hour appetizers. Second, put together a list of professionals that share similar clients (CPA’s, Lawyers, Realtors, Mortgage brokers, podiatrist, chiropractors, dentists, etc.). Now, invite them to the happy hour! You want … Continue reading →

7 Easy Ways to Get Quoted in Your Local (or even National) Media!

Posted on July 14, 2017 by Mike Kaselnak

It’s always great to be able to put “As seen in…” on your website, marketing, etc. So how do you get quoted? There are many ways to do this effectively, but my favorite is to be the contrarian. Simply write … 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

The Magical Words to Get Your Press Release Published

Posted on June 26, 2017 by Mike Kaselnak

Marketing expert Jeffery Dobkin gives excellent advice on how to get some free advertising through press releases. Here’s what he recommends… Call the reporter or editor of the periodical you are targeting and ask them, “Are you the person I … Continue reading →

Aloha Summer Income!

Posted on June 16, 2017 by Mike Kaselnak

Aloha can be a greeting or a good-bye. Let’s make this summer a greeting to profits instead of a good-bye. Here’s one way to do it. Have a Client/Friends and Family of Clients/Prospects Luau! People want to have fun in … Continue reading →

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

Simple Way to Get Referrals

Posted on June 12, 2017 by Mike Kaselnak

Here’s a terrific way to get a new client talking about you…AND what you do. When a client comes on board, send a big bunch of brightly colored balloons thanking them for becoming clients—to their workplace. No logo… no advertising… … Continue reading →

Excellent Whitepaper to set yourself apart from your competition

Posted on May 25, 2017 by Mike Kaselnak

One of the top concerns for people age 55+ is health care in general… and long-term care specifically. I’ve created a whitepaper called, “10 Secrets Your Long-Term Care Salesperson Won’t Tell You.” You may use it for both prospecting and … 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