Monthly Archives: December 2018

Want a terrific AND totally compliant way to use testimonials?

Posted on December 13, 2018 by Mike Kaselnak

We all know testimonials are VERY effective… but Registered Reps have to be very careful about using them… and RIAs aren’t allowed to use them at all… OR ARE THEY? You should have a small group of client Ambassadors that … 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

Get Your Mail Read… and, make a killer case for your offer

Posted on December 10, 2018 by Mike Kaselnak

Advisors have two problems… their marketing is ignored by great prospects… and the few that look at it are not impressed. You can solve both problems with a little ingenuity. Combine 3 things: Technology Personalization And expand your message with … Continue reading →

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

Make it really “Sticky”

Posted on December 4, 2018 by Mike Kaselnak

Business cards are a waste of money… UNLESS you make them sticky (more about that in a second). Think about it… what percentage of business cards do you hold onto. Okay, now divide that number by 10… and that’s the … 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