Tag Archives: financial marketing

Where should you spend your next marketing dollar?

Posted on January 10, 2017 by Mike Kaselnak

Your prospects will be hit by over 3,000 advertising messages, from all sorts of media, today. Which of those will they remember? Half the battle in today’s world is getting your message heard… and if you sound like everyone else… … 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

‘Tis the Time of Year to Plan Your Huge 2017!

Posted on December 16, 2016 by Mike Kaselnak

Is your practice built on the 8 Pillars of a Successful Practice? If you are not seeing the kind of success you want from your practice… make sure you have incorporated the following 8 principles into your business successfully: Zero … 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

You Think They are Basic… But Clients WANT THIS INFO!

Posted on December 12, 2016 by Mike Kaselnak

Just saw the key to growing a huge practice over the next 5 and 10 years… a survey done with consumers interested in retirement. Believe it or not… The survey found that less than 20% of those surveyed were familiar … Continue reading →

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

Getting the One You Missed Back into the Office

Posted on November 15, 2016 by Mike Kaselnak

Ever had a prospect quit returning your calls? It’s really difficult in today’s world of smart phones, to get hold of a client if they opt out of your sales process and won’t return your calls. So what do you … Continue reading →

Little is Better than Big!

Posted on November 10, 2016 by Mike Kaselnak

Bigger isn’t always better. When it comes to ads in the paper, you are much better off with a small ad… repeated over and over and over. The cost is the same, but your results will be much better. Here’s … Continue reading →

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

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

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