Author Archives: Mike Kaselnak

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.

Creating a Powerful Bio

Your bio creates enough trust so that by the time they come to see you – they are half convinced to work with you already. You just have to make sure you don’t fumble the ball. You should never have … Continue reading

Posted in General | Tagged , , , , , , , | Leave a comment

10:1 ratio to riches Story

If you touch your prospects with nice, friendly and NON-FINANCIAL touches 10 times they think that you are a nice, helpful person.  Then when you touch them with a helpful, financial message, they know you are doing it to be … Continue reading

Posted in General | Tagged , , , , , , , | Leave a comment

How to Bring on Clients Using Focus Groups

For years, financial professionals had no problem finding new people to see. It has become increasingly difficult to get a steady, reliable stream of new clients to walk in your door. So, what do you do to get: More people … Continue reading

Posted in General | Tagged , , , , , , , | Leave a comment

How to Get an Accountant to Refer to You

We just wrapped up the tax season… which means accountants are near the end of their money-making season.  Now, of course, they need to take a break after their busy tax season.  But, after that they will have more time … Continue reading

Posted in General | Tagged , , , , , , , , | Leave a comment

How Much Does It Cost to Turn a Prospect Into a Client?

Well, according to industry research… it’s about $395.  If you want a more accurate picture of your situation… do your own math.  Add up what you spend on marketing and divide it by the number of new clients you’ve brought … Continue reading

Posted in General | Tagged , , , , , , , , | Leave a comment

Get an Immediate Boost in Your Seminar Marketing

Back in the late 1990’s and early 2000’s I’d tell my advisors to send invites and newsletters via email… because people were getting inundated with junk mail in their postal mail boxes and they didn’t get much in their email … Continue reading

Posted in General | Tagged , , , , , , , , | Leave a comment

How to Find and Meet the Best-Connected Person in the Room

The best way to grow your business through referrals, quickly, is to work with highly connected people.  The problem is, those people aren’t always easy to spot.  It’s not necessarily the most “powerful” person in the room.  The best-connected person … Continue reading

Posted in General | Tagged , , , , , , , , | Leave a comment

Are You in Danger?

Matt Oechsli, president of Oechsli Institute conducted a study to find the top 6 reasons affluent investors leave their advisor.  This information can be used two different ways.  1) Make sure you do not suffer any of these 6 sins, … Continue reading

Posted in General | Tagged , , , , , , , , | Leave a comment

Pictures Paint a Thousand Words

Concepts can be hard to explain.  Points of view can be hard to explain.  Getting people to change can be hard to do.  If you are looking for a laser that will cut through “hard to do”, look to simple … Continue reading

Posted in General | Tagged , , , , , , , , | Leave a comment

Here’s How You Get Your Client’s CPA’s to Refer More People to You

Referrals are great… but referrals from CPA’s are golden!  Wouldn’t we all like more of those?  As with any referral, you should start with a person that both parties share.  In this case it would be… your client… that you … Continue reading

Posted in General | Tagged , , , , , , , | 2 Comments