Tag Archives: marketing

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

Bump People into Your Office

Posted on August 30, 2016 by Mike Kaselnak

This is probably the most off the wall and successful marketing I’ve ever seen. The advisor spent $4.00 with Vistaprint… and made over $120,000 (and counting because it’s still working). What did he do? He came up with a great … Continue reading →

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

Become an instant EXPERT!

Posted on August 23, 2016 by Mike Kaselnak

We’ve all done it… we go to YouTube to figure out how to do something. It’s truly hard to beat a YouTube video when it comes to learning something really fast. So what do YOU know… that your best client … 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

Simple Guide to Having People in Your Area Find You Online

Posted on August 15, 2016 by Mike Kaselnak

Almost nothing is better than having someone find us online. It’s free. It means they are actually looking for help. And they are reaching out to us… instead of us reaching out to them. That means they are already leaning … Continue reading →

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

What’s the Best Way to Get in Front of Business Owners?

Posted on July 27, 2016 by Mike Kaselnak

Business owners are busy. They don’t have time for small talk. They want you to get to the point… “What can you do for me?” So what is the best way to demonstrate what you can do for them? The … Continue reading →

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

Make Clients AND Prospects Happy by Asking These Two Simple Questions

Posted on July 20, 2016 by Mike Kaselnak

What do people really think about you and how you treat them? Are there weak spots? Are there strong traits you could trumpet? A simple two question survey will tell you just that. You’ll get more clients to answer the … Continue reading →

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

10 Inexpensive Ways to Bring in New Business

Posted on July 13, 2016 by Mike Kaselnak

Before you do anymore marketing… it’s essential that you spend time coming up with a Unique Selling Proposition or Elevator Speech. If you don’t know what makes you different from your competition… people have no reason to come to see … 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

“Say it again, Sam”

Posted on June 24, 2016 by Mike Kaselnak

There is a fact that great communicators have used for hundreds of years… if you say something often enough, it becomes truth. Just look at how this phenomenon works in today’s political arena. If a candidate repeats something long enough… … 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

Compound Your Marketing!

Posted on June 17, 2016 by Mike Kaselnak

You’ve been telling your clients to compound their returns for years… are you doing the same? Do you regularly contact and market to a list of ALL THE PEOPLE YOU’VE EVER TALKED TO ABOUT YOUR BUSINESS? If not, you are … 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