Monthly Archives: April 2016

A Strong Finish Can Win the Client Acquisition Race

Posted on April 27, 2016 by Mike Kaselnak

You spent a lot of money to get that prospect in front of you… and then they don’t buy. What do you do? Throw the lead in the garbage? Here’s a great way to get that prospect back into the … 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

The END of Tax Season… Guess who can see you now?

Posted on April 18, 2016 by Mike Kaselnak

We all would love to have accountants refer their clients to us… but they rarely do. How can you change that? First, understand why accountants don’t refer… they are protective of their clients and they mistakenly believe that doing NOTHING… … Continue reading →

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

Elephant Hunting… Find the Big Ones

Posted on April 11, 2016 by Mike Kaselnak

Where do you hunt elephants? Where they congregate (but please don’t hunt elephants… what did they ever do to you)? Where do you hunt the affluent and COI’s? Where they congregate (again, please do not hunt these people. They need … Continue reading →

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