Tag Archives: financial marketing

You Do What?

Posted on November 10, 2014 by Mike Kaselnak

How would you like to net three great, new clients between Thanksgiving and New Year’s Day? Use the information in this 8 minute video to find out how to bring on clients at no cost… especially during the Holiday Season. … Continue reading →

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Run Your Practice Like a Seal!

Posted on October 30, 2014 by Mike Kaselnak

Navy SEAL Master Chief Will Guild was interviewed by Men’s Health Magazine and talked about 6 Key Principles that SEALS live by.  Incorporating them into your practice and life will give you the mindset you need to succeed. Put Teammates … Continue reading →

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9 Great Tools to Grow Your Practice

Posted on October 24, 2014 by Mike Kaselnak

www.ebri.org – Covers retirement and related economic security topics. http://Crr.bc.edu – Center for Retirement Research at Boston College. This site has a wealth of information you can use to grow your practice. www.aarp.com – The website sections called “Work & … Continue reading →

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The IRS is Forcing IRA CD Holders to Move Their Money to YOU!

Posted on October 17, 2014 by Mike Kaselnak

Okay, slight exaggeration but you can make it come true!  As you probably know a recent Tax Court ruled that only 1 rollover a year is allowed starting in 2015.  Here’s your sales opportunity… People who use CD’s for their … Continue reading →

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These numbers will shock both your clients and prospects!

Posted on September 25, 2014 by Mike Kaselnak

Whoa! These numbers from Forbes magazine are shocking! You need to know them to both protect your current client base or to leverage to bring on new clients. In the article “The Real Cost of Owning a Mutual Fund” they … Continue reading →

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Hot News Sells!

Posted on September 16, 2014 by Mike Kaselnak

Target, JP Morgan Chase Bank, Sony and so many more companies have lost consumer data… how are you capitalizing on these hot bed issues? When you capitalize on what’s on people’s minds… your marketing can score huge gains. How can … Continue reading →

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A Simple Eye-Opener for Your Clients

Posted on August 29, 2014 by Mike Kaselnak

I have used this simple illustration to sell lots of annuities… People have been told over and over to buy and hold and their accounts will come back… and they do, but how does that affect someone who is retired? … Continue reading →

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Happy Anniversary… You’re On My Mind! Can generate lots of business.

Posted on August 20, 2014 by Mike Kaselnak

Every major marketing company and retailer can tell you how profitable a personalized… surprise contact is.  Why our industry doesn’t use this fact baffles me.  You NEED to do this!  It’s cheap and effective. Here’s I use it.  I send … Continue reading →

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How to be at the Right Place at the Right Time (in other words put yourself in front of money when it is moving)

Posted on August 15, 2014 by Mike Kaselnak

The easiest way to make more money with NO marketing cost is to put you in front of people when they are making financial decisions.  This simple form does just that.  You should have it in all of your client’s … Continue reading →

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Have People Pay You to Market to Them

Posted on July 7, 2014 by Mike Kaselnak

This concept has been around for ages but few advisors take advantage of it. I know an advisor in the town I live in that has a huge practice and he’s never spent a dime on marketing… in fact, people … Continue reading →

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