Tag Archives: financial marketing

Get Your Dentist to Refer a Bunch of People to You!

Posted on February 27, 2015 by Mike Kaselnak

I know an advisor that created a phenomenal referral network. As with anything worth doing… it took some elbow grease, but it was well worth it! He sat down and put together a list of 10 professionals in his small … 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

This Prospect Will Make You a Ton in 2015 (Hint: They are all around you!)

Posted on February 19, 2015 by Mike Kaselnak

Crappy prospects… plate lickers and tire kickers… people with plenty of money but they love their advisors… Do-it-Yourselfers… I LOVE THESE PEOPLE! The day you learn the trick to turning these crappy prospects into your clients… with all of their … Continue reading →

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

This is the one thing that will make your website work (as well as your brochures)!

Posted on February 11, 2015 by Mike Kaselnak

The advisors I coach often send me their marketing material and websites. They all look professional. You know… professional headshot photo… a bio that touts their commitment to honesty and integrity… their education, certifications and credentials. That’s all terrific except… … 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

Eavesdrop on a Seminar that got 100% Appointments

Posted on January 30, 2015 by Mike Kaselnak

Advisors that lament about seminars being dead are a bit misinformed. Listen to an actual seminar that was done in November that closed 100% appointments. EVERY attendee actually stepped up and made an appointment right there on the spot. If … Continue reading →

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

Quit Schmoozing and Start Networking

Posted on January 21, 2015 by Mike Kaselnak

If it works… networking is a great use of your time… again, if it works. So let’s talk about a few things that can make it work: Don’t just go to “networking events” go to all the other places people … 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

Be Negative and See Your Income Soar

Posted on January 12, 2015 by Mike Kaselnak

We are always told to emphasize the positive… it ends up the opposite works WAY BETTER! University of California researchers found that when: One group of homeowners were told they could save 50 cents a day by doing a couple … 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

Finally! A Way to Leverage CPAs into Bringing Us New Clients

Posted on December 30, 2014 by Mike Kaselnak

Finally! A Way to Leverage CPAs into Bringing Us New Clients Stick with me for a second as I explain this… it’s not the same old tired thing you’ve heard a million times before. Deal? The first step is set … 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

The Best Time You’ll Ever Spend in December

Posted on December 19, 2014 by Mike Kaselnak

If you are willing to put in just one week of work… just one week… and NOT one cent of money… within 45 days you will be bringing in 3 to 5 new clients each month. What better time to … Continue reading →

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

Nice WSJ Article to Impress the Importance of Income Planning to Your Clients

Posted on December 12, 2014 by Mike Kaselnak

The Wall Street Journal article, “Say Goodbye to the 4% Rule” gives a startling example of the importance of income planning. “If you had retired Jan. 1, 2000, with an initial 4% withdrawal rate and a portfolio of 55% stocks … 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

The Right Way to Use LinkedIn

Posted on November 24, 2014 by Mike Kaselnak

When someone endorses you on LinkedIn for a skill—go old school. Send them a genuine… handwritten… postcard to thank them. No sales… no self-promotion… just a thank you. I know an advisor that sent out 18 of these over 2 … Continue reading →