Tag Archives: marketing

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 →

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The “It’s Over” Checklist

Posted on June 21, 2014 by Mike Kaselnak

Though we hope it never happens to our clients… sometimes they get divorced.  I’ve created a helpful checklist for those clients that are considering or pulling the trigger on getting divorced. If you’d like that checklist to add to your … Continue reading →

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Please Leave a Message… But Make it a Good One!

Posted on June 12, 2014 by Mike Kaselnak

Please leave a message.  How many times a day do we hear it from our client’s phones… or do we deliver the same message to our client’s ears?  Too many. So here’s the question.  Are you treating it like a … Continue reading →

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How Do You Simply Explain High Yield Risk

Posted on May 27, 2014 by Mike Kaselnak

Have you ever had a client bring in some article or tell you that they’ve heard about some fantastic yield?  You know it’s rife with danger, but how do you explain it to them? Here’s a great little drawing by … Continue reading →

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WOW! Are You Riding this Marketing Wave?

Posted on September 27, 2012 by Michael Kaselnak

I’m getting reports from a handful of advisors across the country that they are having fantastic success using Social Security planning as a marketing tool.  People are really interested and are chomping at the bit to get into see these … Continue reading →

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The Gift that Keeps Giving

Posted on September 18, 2012 by Michael Kaselnak

We are entering the “germ” season and with it all the news stories about the flu and all the other bugs.  What better gift to give to your clients and prospects than a personalized hand sanitizer.  As you hand it … Continue reading →

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What one little tool gave this salesman the Guinness Book World record for sales

Posted on September 10, 2012 by Michael Kaselnak

Joe Girard sold 13,001 cars in 12 years…and all of them to individuals!  Not fleet sales. That’s more than 3 cars a day! How did he do it? Lots of different ways (which is a lesson in and of itself) … Continue reading →

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Doctor Who

Posted on August 7, 2012 by Michael Kaselnak

Many advisors are looking to build a practice of high-income professionals.  How do you do that? If you would like a step-by-step guide on a successful Physician (high-income) marketing program, simply email support@5QGroup with the subject line “Physician and Professional … Continue reading →

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Blog schmog

Posted on September 10, 2011 by Mike Kaselnak

At least that’s what I hear from some advisors when I talk to them about setting up a blog. But here’s the deal, people read blogs. My neighborhood has a blog and everyone reads it. My son’s sports league has … Continue reading →

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The Sound of Music can lead to the jingle of cash

Posted on February 24, 2011 by Mike Kaselnak

If you have a gift… share it, for fun and profit! If you are good with a guitar or can carry a tune (or this even works better if you are the lousiest singer in the world!). Record a video … Continue reading →

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