Tag Archives: financial marketing

Client says, “This article says your product is horrible”

Posted on June 26, 2014 by Mike Kaselnak

What do you say? AGREE WITH THEM!  Don’t get defensive… agree with them.  When you do this it always puts the client back on their heels.  They did not expect this.  Argument over… almost. You are never going to win … Continue reading →

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The “It’s Over” Checklist

Posted on June 21, 2014 by Mike Kaselnak

Though we hope it never happens to our clients… sometimes they get divorced.  I’ve created a helpful checklist for those clients that are considering or pulling the trigger on getting divorced. If you’d like that checklist to add to your … Continue reading →

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Please Leave a Message… But Make it a Good One!

Posted on June 12, 2014 by Mike Kaselnak

Please leave a message.  How many times a day do we hear it from our client’s phones… or do we deliver the same message to our client’s ears?  Too many. So here’s the question.  Are you treating it like a … Continue reading →

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How Do You Simply Explain High Yield Risk

Posted on May 27, 2014 by Mike Kaselnak

Have you ever had a client bring in some article or tell you that they’ve heard about some fantastic yield?  You know it’s rife with danger, but how do you explain it to them? Here’s a great little drawing by … Continue reading →

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When Being Good… is Bad

Posted on April 16, 2014 by Mike Kaselnak

We think we are doing a good job when our clients are satisfied… WRONG!  Study after study shows that satisfied clients will only stay with you – until they find something better.  That means satisfied clients leave. Clients don’t expect … Continue reading →

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The Gift that Keeps Giving

Posted on September 18, 2012 by Michael Kaselnak

We are entering the “germ” season and with it all the news stories about the flu and all the other bugs.  What better gift to give to your clients and prospects than a personalized hand sanitizer.  As you hand it … Continue reading →

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What one little tool gave this salesman the Guinness Book World record for sales

Posted on September 10, 2012 by Michael Kaselnak

Joe Girard sold 13,001 cars in 12 years…and all of them to individuals!  Not fleet sales. That’s more than 3 cars a day! How did he do it? Lots of different ways (which is a lesson in and of itself) … Continue reading →

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Doctor Who

Posted on August 7, 2012 by Michael Kaselnak

Many advisors are looking to build a practice of high-income professionals.  How do you do that? If you would like a step-by-step guide on a successful Physician (high-income) marketing program, simply email support@5QGroup with the subject line “Physician and Professional … Continue reading →

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Don’t Spend Money on Marketing

Posted on October 4, 2011 by Mike Kaselnak

Many marketing companies would like you to believe spending more money on marketing will get you more clients. The solution to finding new clients is not yelling louder. You are surrounded by hundreds of people that can use your skills. … Continue reading →

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P.S. I Love you!

Posted on August 28, 2011 by Mike Kaselnak

Looking to get surprised by a huge piece of business coming out of “left field”? Then I would highly recommend sending out a dozen, handwritten thank you cards every week. It’s about 30 minutes worth of work and it will … Continue reading →

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