Tag Archives: Michael Kaselnak

Simple Drawing Illustrates that Slow and Steady Wins the Race

Posted on April 28, 2014 by Mike Kaselnak

You know that clients are rarely served by chasing last year’s returns.  Here is a simple drawing to help them understand the importance of sticking with the plan.

Posted in General | Tagged , , , | Leave a comment

When Being Good… is Bad

Posted on April 16, 2014 by Mike Kaselnak

We think we are doing a good job when our clients are satisfied… WRONG!  Study after study shows that satisfied clients will only stay with you – until they find something better.  That means satisfied clients leave. Clients don’t expect … Continue reading →

Posted in General | Tagged , , , , | Leave a comment

Whoa! Here’s an Easy Way to Add 3.75% Onto Your Clients’ Returns

Posted on April 7, 2014 by Mike Kaselnak

If your clients ever want to know why paying your fees are worth it to them… Vanguard Mutual Funds gave you the ultimate proof.  A report by Vanguard called “Putting a Value on Your Value: Quantifying Vanguard Advisors Alpha” makes … Continue reading →

Posted in General | Tagged , , , | Leave a comment

If You Haven’t Done This First… every sale is going to be difficult

Posted on March 27, 2014 by Mike Kaselnak

The definition of conviction is: a fixed or firm belief So how much conviction do you have for the process or product you sell?  In other words, how many of the products that you sell do you actually own? I … Continue reading →

Posted in General | Tagged , , , , | Leave a comment

If You Sell REIT’s or Sell Against Them… you need to watch this video

Posted on March 20, 2014 by Mike Kaselnak

Whether or not you sell REITs this video is a must see.  If you sell REITs you need to watch this so you know what you need to be disclosing to your clients, to keep you out of trouble. If … Continue reading →

Posted in General | Tagged , , , , | Leave a comment

Testimonials You Can Use No Matter How You Are Licensed

Posted on March 14, 2014 by Mike Kaselnak

We’d all love to use testimonials… they are powerful.  However, the rules about testimonials depend upon how you are licensed.  So, let’s just talk about the potential ways to use testimonials regardless of whether you are an RIA, registered rep … Continue reading →

Posted in General | Tagged , , , , | Leave a comment

Do this 4 days a month and you’ll start filling your practice with HNW clients

Posted on February 24, 2014 by Mike Kaselnak

We all want more High Net Worth clients, but do you have a system to get them?  Follow this plan and by the end of the year you will see a significant bump to the net worth of your new … Continue reading →

Posted in General | Tagged , , , | Leave a comment

A Picture Paints a Thousand Words!!!

Posted on February 18, 2014 by Mike Kaselnak

We’ve all heard the phrase… “a picture paints a thousand words”… but do we use it in our business? I’ve talked to two different advisors that have a different take on the same concept.  Both are “safe money experts” and … Continue reading →

Posted in General | Tagged , , , | Leave a comment

Want to start closing more Do-it-Yourselfers?

Posted on February 6, 2014 by Mike Kaselnak

Are you are sick of Do-it-Yourselfers taking your information and then refusing to move their money to you?  If so, watch this 50-minute video that walks you through exactly what to do to get Do-it-Yourselfers to give you at least … Continue reading →

Posted in General | Tagged , , , | 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 →

Posted in General | Tagged , , , , , | Leave a comment