Tag Archives: Leads

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 →

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

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 →

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

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 →

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

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 →

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

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 →

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

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 →

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

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 →

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

This is How You Get a Property Casualty Agent to Put You in Front of His Best 10 Clients

Posted on January 30, 2014 by Mike Kaselnak

What was the #1 Halloween costume of 2013? Flo. Here’s how you use this to your advantage. I created a 20 minute video that you show PC agents (see below). It walks them through the both the danger they are … Continue reading →

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Goals Are For Losers!!!

Posted on January 17, 2014 by Mike Kaselnak

What!? I bet you thought goals were a good thing, right? Being January you might just be sitting down to make your annual goals… DON’T. Here’s why as explained by Scott Adams, the Dilbert cartoonist in an interview in Bottom … Continue reading →

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Want More Referrals? Here’s My New Year’s Gift to You…

Posted on January 6, 2014 by Mike Kaselnak

If you don’t currently have a referral “system” in place… I’ll give you the one I used very successfully for my own practice. It must work because I generated over $350,000 in income on referrals alone my final year in … Continue reading →

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