Tag Archives: financial advisor

Make It Easy for Your Clients to Refer to You!

Posted on October 28, 2016 by Mike Kaselnak

Even clients who love us are skittish to give us referrals. Here’s an easy, low-key way for your clients to make an introduction to you and their neighbors. We all feel more comfortable doing something when we know others around … Continue reading →

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

Where is the Best Place to Advertise?

Posted on October 21, 2016 by Mike Kaselnak

As in everything in life… there is no best. Everything has advantages and disadvantages. The following table gives you the pros and cons of each.

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

Meet in a Surprising Place!

Posted on October 11, 2016 by Mike Kaselnak

People remember different. They seek out different. So, if you want to get in front of a group of people, try something different. Restaurants are worn out, expensive and boring. Why not try something different? Try “destinations.” Places where people … 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 Sales Letter Netted 4 Big Clients

Posted on September 28, 2016 by Mike Kaselnak

In today’s “Don’t have time to read no sales letter” environment… it is still possible to grab someone’s attention and get them to call you. Here’s an idea from an advisor I know who closed 4 big cases using it. … 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

This Tool Can Close Large Cases… it’s been around for hundreds of years… and most advisors ignore it

Posted on September 20, 2016 by Mike Kaselnak

What is the tool? A handwritten note. The year I made $967,000 I sent out over 200 handwritten notes a month. In fact, many of my large cases I credit to those handwritten notes. Not sure of how handwritten notes … 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

3 Ways You’ve Never Thought About to Leverage Morningstar for More Sales

Posted on September 12, 2016 by Mike Kaselnak

We’ve all used Morningstar for years… but you’ve probably never seen it used this way! I suspect it’s almost the polar opposite to how you’ve been using it. Find out how leveraging just 3 obscure parts of the Morningstar can … Continue reading →

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

Bump People into Your Office

Posted on August 30, 2016 by Mike Kaselnak

This is probably the most off the wall and successful marketing I’ve ever seen. The advisor spent $4.00 with Vistaprint… and made over $120,000 (and counting because it’s still working). What did he do? He came up with a great … Continue reading →

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

Become an instant EXPERT!

Posted on August 23, 2016 by Mike Kaselnak

We’ve all done it… we go to YouTube to figure out how to do something. It’s truly hard to beat a YouTube video when it comes to learning something really fast. So what do YOU know… that your best client … 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

Simple Guide to Having People in Your Area Find You Online

Posted on August 15, 2016 by Mike Kaselnak

Almost nothing is better than having someone find us online. It’s free. It means they are actually looking for help. And they are reaching out to us… instead of us reaching out to them. That means they are already leaning … Continue reading →

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

What’s the Best Way to Get in Front of Business Owners?

Posted on July 27, 2016 by Mike Kaselnak

Business owners are busy. They don’t have time for small talk. They want you to get to the point… “What can you do for me?” So what is the best way to demonstrate what you can do for them? The … Continue reading →

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