Archives
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- October 2014
- September 2014
- August 2014
- July 2014
- June 2014
- May 2014
- April 2014
- March 2014
- February 2014
- January 2014
- December 2013
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- February 2013
- January 2013
- December 2012
- November 2012
- October 2012
- September 2012
- August 2012
- July 2012
- June 2012
- May 2012
- April 2012
- March 2012
- February 2012
- January 2012
- December 2011
- November 2011
- October 2011
- September 2011
- August 2011
- July 2011
- May 2011
- April 2011
- March 2011
- February 2011
- January 2011
- November 2010
- April 2010
- March 2010
- February 2010
- October 2009
- July 2009
- June 2009
- May 2009
- April 2009
- March 2009
- January 2009
- December 2008
- November 2008
- October 2008
- September 2008
- August 2008
- July 2008
- June 2008
Tag Archives: marketing
The Halo Effect
Your place of worship has many people that could benefit from your expertise… however, if you are like me, you feel uncomfortable approaching people in this environment. This is a place of worship, not a business, right? These are 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
Going EXPO-nential
Advisors are always approaching me for ideas on how to leverage a booth at an Expo or trade fair. What if you had every other company at the event promoting you! 1) Get a list of all the other companies … 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
How Do You Bring On the Millionaire Next Door?
The Millionaire Next Door is the best possible client. They have money and… they are decent, appreciative, nice people. How do you find them? How do you get them to move their money to you? HINT: It’s NOT trying to … 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
Want to Get All the Big Wigs in Town to Listen to What You Have to Say?
Landing just one big fish in town can change your business forever. You are not only bringing on a big client… but you now have an in with their friends and business network. How do you do this without being … 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
A Strong Finish Can Win the Client Acquisition Race
You spent a lot of money to get that prospect in front of you… and then they don’t buy. What do you do? Throw the lead in the garbage? Here’s a great way to get that prospect back into the … 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
The END of Tax Season… Guess who can see you now?
We all would love to have accountants refer their clients to us… but they rarely do. How can you change that? First, understand why accountants don’t refer… they are protective of their clients and they mistakenly believe that doing NOTHING… … Continue reading
Elephant Hunting… Find the Big Ones
Where do you hunt elephants? Where they congregate (but please don’t hunt elephants… what did they ever do to you)? Where do you hunt the affluent and COI’s? Where they congregate (again, please do not hunt these people. They need … Continue reading
Posted in General, Lead Generation, Marketing Tips
Tagged 5Q, 5Q Group, financial marketing, Lead Generation, Leads, marketing, Michael Kaselnak, Mike Kaselnak
Leave a comment
Lights, Camera, Action! The “New” Way to Communicate With Prospects
If you need information or need to know how to do something… where do you go? If you are like most people, you go to the internet and search for it. What are the top two search engines? You probably … 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
Does Your Website Have These 10 “Must Haves”?
Your website is the first place a potential client is going to go to check you out. What are they going to find? Go to your own website right now! And make sure you are doing these 10 things well: … Continue reading
Free Advertising? Heck Yeah!
What thank-you trinkets do you give your clients when they come onboard? One that you absolutely should be giving is a cloth, designer shopping bag to bring their new materials home. And what should be printed predominantly on the outside … Continue reading