Tag Archives: financial marketing

How Do You Bring On the Millionaire Next Door?

Posted on May 16, 2016 by Mike Kaselnak

The Millionaire Next Door is the best possible client. They have money and… they are decent, appreciative, nice people. How do you find them? How do you get them to move their money to you? HINT: It’s NOT trying to … 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

Want to Get All the Big Wigs in Town to Listen to What You Have to Say?

Posted on May 10, 2016 by Mike Kaselnak

Landing just one big fish in town can change your business forever. You are not only bringing on a big client… but you now have an in with their friends and business network. How do you do this without being … 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

A Strong Finish Can Win the Client Acquisition Race

Posted on April 27, 2016 by Mike Kaselnak

You spent a lot of money to get that prospect in front of you… and then they don’t buy. What do you do? Throw the lead in the garbage? Here’s a great way to get that prospect back into 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

The END of Tax Season… Guess who can see you now?

Posted on April 18, 2016 by Mike Kaselnak

We all would love to have accountants refer their clients to us… but they rarely do. How can you change that? First, understand why accountants don’t refer… they are protective of their clients and they mistakenly believe that doing NOTHING… … Continue reading →

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

Elephant Hunting… Find the Big Ones

Posted on April 11, 2016 by Mike Kaselnak

Where do you hunt elephants? Where they congregate (but please don’t hunt elephants… what did they ever do to you)? Where do you hunt the affluent and COI’s? Where they congregate (again, please do not hunt these people. They need … Continue reading →

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

Lights, Camera, Action! The “New” Way to Communicate With Prospects

Posted on March 28, 2016 by Mike Kaselnak

If you need information or need to know how to do something… where do you go? If you are like most people, you go to the internet and search for it. What are the top two search engines? You probably … 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

Does Your Website Have These 10 “Must Haves”?

Posted on March 18, 2016 by Mike Kaselnak

Your website is the first place a potential client is going to go to check you out. What are they going to find? Go to your own website right now! And make sure you are doing these 10 things well: … 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

Free Advertising? Heck Yeah!

Posted on March 9, 2016 by Mike Kaselnak

What thank-you trinkets do you give your clients when they come onboard? One that you absolutely should be giving is a cloth, designer shopping bag to bring their new materials home. And what should be printed predominantly on the outside … Continue reading →

People are Busy… So Grab Their Attention with a Little Humor or a Surprise

Posted on February 24, 2016 by Mike Kaselnak

People have short attention spans today, so you need to grab their attention immediately! Humor and Surprise does just that. Check out some of these classified ads that stopped people in their tracks and got them to take notice of … Continue reading →

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

How Do Prospective Clients Check You Out?

Posted on February 17, 2016 by Mike Kaselnak

How does a prospective client decide if you are trustworthy or not? There are a lot of ways they will do this, but the first thing they are going to do is Google you. What will they find? The first … Continue reading →

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