Category Archives: General

Here’s the “one thing” that advisors are NOT doing that’s costing them big time…

Posted on January 4, 2011 by Mike Kaselnak

It’s developing a killer, unique marketing message that will put any and all of your marketing…and referrals on steroids using the 5Q Process. Join Mike as he walks you through the 5 steps to create a USP that will bring … Continue reading →

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Comments from advisors who’ve used the system…

Posted on November 29, 2010 by Mike Kaselnak

Here’s what some of the advisors I’ve coached over the years have to say about me and the Whites of Their Eyes system: “I just want to say that everybody and every industry promises you they’ll do all these things … Continue reading →

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Advisor questions & answers

Posted on November 22, 2010 by Mike Kaselnak

I had a great question from an advisor, and wanted to share it with you: Advisor’s Question: “I really enjoyed that webinar and that 5Q. But I do have just a couple questions for you, it seems like it took … Continue reading →

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Try this Marketing Plan to generate new money quickly

Posted on April 5, 2010 by Mike Kaselnak

I know, I know, you don’t have time for some complicated marketing plan. You’ve got clients to see, paperwork and everything else that eats up your day. But…you need new business, how are you going to fit it in? The … Continue reading →

Posted in General, Marketing Tips | 3 Comments

3 Steps to getting your lead gen read

Posted on March 15, 2010 by Mike Kaselnak

How do you create a person that wants to talk to you? Why do I use the word create? Because let’s face it, no one wants to talk to us. They don’t want to hear about our great investment or … Continue reading →

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The Key to referrals from Seniors

Posted on February 25, 2010 by Mike Kaselnak

The Key to referrals from Seniors There are two kinds of people that advisors are interested in…clients and prospects. You need to understand how both of them think in order to create a trusting relationship. Fortunately, they both want to … Continue reading →

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7 notes to a successful practice.

Posted on October 20, 2009 by Mike Kaselnak

Everybody wants everything done fast!!!  Unless it is done to them. Doctors are told to spend less time with each patient so that the hospital can make more money.  Be faster!  That’s not what the patient wants. The customer support … Continue reading →

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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 →

Posted in General, Lead Generation, Marketing Tips | 1 Comment

Wake up and smell the marketing!

Posted on June 5, 2009 by Mike Kaselnak

A recent survey showed that 70% of advisors plan to spend less than $1,000 a month on marketing.  Even as 99% of advisors say they need to improve at least one of their marketing practices. Another indicator of advisors’ troubles … Continue reading →

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