Tag Archives: Michael Kaselnak

Want Referrals? Put These 20 Things on Your Calendar in 2017

Posted on January 30, 2017 by Mike Kaselnak

Clients don’t refer to you because you have great products or you got them a good rate of return… they refer to you because they love you! Put these 20 “to-dos” on your calendar to show your clients that you … 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

What Does the Name of Your Business Say About You?

Posted on January 20, 2017 by Mike Kaselnak

What I’m about to say may upset some advisors… but hear me out before you judge. What is the name of your business? Does it have retirement… wealth management… financial advisor… or something similar in it? If it does… what … 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

Where should you spend your next marketing dollar?

Posted on January 10, 2017 by Mike Kaselnak

Your prospects will be hit by over 3,000 advertising messages, from all sorts of media, today. Which of those will they remember? Half the battle in today’s world is getting your message heard… and if you sound like everyone else… … 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

‘Tis the Time of Year to Plan Your Huge 2017!

Posted on December 16, 2016 by Mike Kaselnak

Is your practice built on the 8 Pillars of a Successful Practice? If you are not seeing the kind of success you want from your practice… make sure you have incorporated the following 8 principles into your business successfully: Zero … Continue reading →

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

You Think They are Basic… But Clients WANT THIS INFO!

Posted on December 12, 2016 by Mike Kaselnak

Just saw the key to growing a huge practice over the next 5 and 10 years… a survey done with consumers interested in retirement. Believe it or not… The survey found that less than 20% of those surveyed were familiar … Continue reading →

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

Ho! Ho! Ho! Santa has arrived with clients!

Posted on November 22, 2016 by Mike Kaselnak

How do you turn the Holidays into a fun way to find new business? Host a Christmas Lights Tour for your clients… their families… and their friends. It is surprisingly inexpensive and easy. It’s also a great way to turn … Continue reading →

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

Getting the One You Missed Back into the Office

Posted on November 15, 2016 by Mike Kaselnak

Ever had a prospect quit returning your calls? It’s really difficult in today’s world of smart phones, to get hold of a client if they opt out of your sales process and won’t return your calls. So what do you … Continue reading →

Make It Easy for Your Clients to Refer to You!

Posted on October 28, 2016 by Mike Kaselnak

Even clients who love us are skittish to give us referrals. Here’s an easy, low-key way for your clients to make an introduction to you and their neighbors. We all feel more comfortable doing something when we know others around … Continue reading →

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

Meet in a Surprising Place!

Posted on October 11, 2016 by Mike Kaselnak

People remember different. They seek out different. So, if you want to get in front of a group of people, try something different. Restaurants are worn out, expensive and boring. Why not try something different? Try “destinations.” Places where 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

This Sales Letter Netted 4 Big Clients

Posted on September 28, 2016 by Mike Kaselnak

In today’s “Don’t have time to read no sales letter” environment… it is still possible to grab someone’s attention and get them to call you. Here’s an idea from an advisor I know who closed 4 big cases using it. … 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