Monthly Archives: July 2009

Become a “must have” product

Posted on July 20, 2009 by Mike Kaselnak

I’ve said it before and I’ll say it again…Financial Advisors are commodities.  We offer the same things at the same price with the same claims to great service.  You need to tattoo this fact on your brain to constantly remind … Continue reading →

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Do this and CPAs will refer

Posted on July 5, 2009 by Mike Kaselnak

There are two entities that can double your business in a year with no cost…your clients and CPA’s.  If they refer it costs you nothing.  If they refer, you will double or triple you profitability…but that is a big IF. … Continue reading →

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