Tag Archives: Group

Why Millionaires Switch Advisors… and how to get them to switch to you

Posted on August 12, 2019 by Mike Kaselnak

This inexcusable mistake is the #1 reason given by high net worth clients for leaving their advisor… their advisor does not call them back promptly.  Are you kidding me?  Here are the top 4 reasons given as to why people, … Continue reading →

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6 Rules of an Effective Marketing Plan

Posted on August 5, 2019 by Mike Kaselnak

If you are looking to capitalize on the last 5 months of the year… you must have a plan.  Watch this 47-minute video that will walk you through it step-by-step.  You may be surprised by some of the insights… Why … Continue reading →

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7 Notes That Will Double Your Referrals

Posted on July 19, 2019 by Mike Kaselnak

Everybody wants everything done fast, don’t they?!!!  Unless it is done to them.  Doctors are told to spend less time with each patient so that the hospital can make more money.  Be faster!  That’s not what the patient wants. The … Continue reading →

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Help Someone and They’ll Help You

Posted on July 12, 2019 by Mike Kaselnak

Many companies have been able to jump start their business by forging a relationship with a non-profit organization.  Tom’s shoes… Bombas socks… LifeStaw… etc.  These companies became successful, almost overnight.  How?  By creating a feeling of giving while getting. Other … Continue reading →

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Make Your Clients Heroes to Their Kids… and watch your business flourish

Posted on July 5, 2019 by Mike Kaselnak

Grandparents love their grandkids… and grandparents love people who do things for their grandkids.  If you want to be a hero to your clients… rent a movie theater and put on a movie for your clients and their kids or … Continue reading →

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Be More Like Dumbo… And Bring on More Clients

Posted on June 19, 2019 by Mike Kaselnak

We’ve all been told at one point in our life… “God gave us two ears and one mouth for a reason.”  But, how many of us take that adage to heart?  Tape yourself with a client.  Then, take out your … Continue reading →

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10 Conversation Starters with the Wealthy

Posted on June 13, 2019 by Mike Kaselnak

I have a secret for you. Most financial advisors assume the wealthy have tons of advisors chasing them.  They don’t.  The upper middle income has tons of advisors chasing them, but the truly wealthy are sometimes ignored because advisors feel…” … Continue reading →

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How are You Leveraging the Current Turmoil?

Posted on June 6, 2019 by Mike Kaselnak

The markets continue to have spikes, spurts and dives.  How are you capitalizing on it?  We know the market is always going to have volatile periods… so what is your plan to use those periods to bring on more clients? … Continue reading →

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Creating a Powerful Bio

Posted on May 20, 2019 by Mike Kaselnak

Your bio creates enough trust so that by the time they come to see you – they are half convinced to work with you already. You just have to make sure you don’t fumble the ball. You should never have … Continue reading →

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10:1 ratio to riches Story

Posted on May 16, 2019 by Mike Kaselnak

If you touch your prospects with nice, friendly and NON-FINANCIAL touches 10 times they think that you are a nice, helpful person.  Then when you touch them with a helpful, financial message, they know you are doing it to be … Continue reading →

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