Tag Archives: financial advisor

What does your envelope look like?

Posted on May 19, 2017 by Mike Kaselnak

You should treat envelopes as mini-billboards. It’s what people first see. Make sure you are communicating right from that first look. Here are some points to keep in mind: I know you love the name of your company and your … Continue reading →

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

How to make sure your Whitepaper is powerful

Posted on May 12, 2017 by Mike Kaselnak

Whitepaper expert, Gordon Graham, identified the following criteria to make your whitepaper as effective as possible: It cannot be one-size-fits-all. You must identify a single need or specific target, market and address that one need or market. Do NOT put … 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

The Fastest Way to Bring in a Ton of Business

Posted on April 24, 2017 by Mike Kaselnak

I brought in over $2 million, in 2 months, with this technique. Drum roll please… I offered my assistant 50% of the commission for any new clients they brought into the practice. She brought in her parents, a teacher friend … 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

What’s Up Doc? (Here’s how to get in front of physicians)

Posted on April 17, 2017 by Mike Kaselnak

If you have a few doctors as clients… and you are looking to bring on more, here’s a program that will help you do it! Courtesy of 5Q Group. Physician-Professional Marketing Program

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

Interested in Getting Lucky?

Posted on April 10, 2017 by Mike Kaselnak

There has been a lot of research done on LUCK. According to research by the world’s foremost expert on luck (Richard Wiseman)—If you implement these Things… people become an average of 40% luckier! Prepare your mind—Chance favors the prepared mind. … Continue reading →

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

Give Prospects the Gift that Costs 2 cents

Posted on March 30, 2017 by Mike Kaselnak

First, I’m assuming that you mail your clients and prospects a newsletter, at least monthly. If not, START! The #1 reason people leave their current advisor is lack of contact. So use contact to keep your clients… an to take … Continue reading →

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

Is Your Marketing Focused on One of These Issues?

Posted on March 20, 2017 by Mike Kaselnak

In order to get a response from your target market, you have to: First, understand their concerns… what keeps them up at night Make that concern an emotional need And, give them a simple solution If you focus on the … 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

Your Best Prospect is Your Competitor’s client

Posted on March 10, 2017 by Mike Kaselnak

Your competitor’s best client HAS money… and LIKES advisors. They’re perfect prospect. How do you get them to leave their current advisor and move to you? Use the #1 reason people leave their current advisor… against them. Read how in … 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

People not returning your phone calls?

Posted on February 28, 2017 by Mike Kaselnak

Have you ever left several messages and your prospect or client won’t return your call? What do you do? Use the technique many grandma’s have been using for years to get their college age grandkids to call them. She’ll write … Continue reading →

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

Get Your Marketing Mail Opened

Posted on February 21, 2017 by Mike Kaselnak

What is printed on the outside of your marketing envelope? What you print on the outside of the envelope can double your response rate… and it costs you nothing to do. Curiosity is always an excellent tool to employ. One … Continue reading →

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