You Giveth… and You Receiveth

Ask every single one of your clients what charities they support… especially what Local charities they support.  Are there any charities that seem to pop up often?  There most likely is.  Get to know those particular charities, because they attract people just like your clients!

This takes work and planning but can end up providing your practice with several “Whale” clients.

You can use this information in so many ways:

  1. Get involved and participate in those charities
  2. Volunteer to be on their board
  3. Let clients know that you are supporting those causes in your newsletters
  4. Create a fund raiser for one or two charities and sponsor it
    1. Golf tournament
    2. Poker tournament
    3. Walk or run (though I’d do something more fun) … themed
    4. Chili or soup cook off
    5. Concert
    6. Corn hole tournament
    7. Dog parade

About Mike Kaselnak

Michael Kaselnak is considered one of the top marketing and sales experts in the financial services industry. He has personally mentored over 300 financial advisors in the past 10 years. These financial advisors saw their average production increase by 62%. Many saw increases of over 300 percent. He writes articles that have appeared in many mainstream magazines and has written the popular report 300 Financial Headlines that sell.
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